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Eliason Financial

Full company profile

uuid004c8n1

Namestring
Eliason Financial
Legal namestring
Eliason Financial
Websiteurl
eliasonfa.com
Company typeenum
Private
Founded yearint
2003
Descriptiontext

Eliason Financial is an independent, fee-based financial advisory firm founded in 2003 by Peter M. Eliason and headquartered in Sheridan, Wyoming. The firm provides integrated financial planning and wealth management services across six core lines — Financial Planning, Wealth Management, Tax Planning, Estate & Legacy Planning, Small Business Financial Planning, and College Planning — supplemented by client services, financial calculators, a glossary of 200+ terms, and a seven-vertical educational Resource Center. Underlying technology consists entirely of third-party platforms: eQuipt and RightCapital for client portal and financial planning, with securities and investment advisory execution routed through a broker-dealer relationship with Osaic Wealth, Inc. (FINRA/SIPC member).

The firm operates under SEC Regulation Best Interest as a fee-only fiduciary, generating revenue primarily through advisory fees on assets under management rather than product commissions. With over $660 million in client assets and an 8-person team spanning founding partner, four additional partners/advisors, a CFA-designated Director of Investment Operations, a COO, and client services coordinators, Eliason serves high-net-worth individuals, families, business owners, employers, and trustees across Wyoming and approximately 35 U.S. states. Growth has been entirely organic — driven principally by client referrals over 22 years — with no external funding, acquisitions, or institutional ownership indicated. Marketing combines referral channels with content marketing/SEO through the Resource Center and annual client appreciation events.

Short descriptiontext

Eliason Financial is an independent, fee-based RIA founded in 2003 in Sheridan, Wyoming, providing integrated financial planning, wealth management, tax, and estate services to high-net-worth individuals, families, and business owners across 35 U.S. states, with over $660 million in client assets and an 8-person team.

Operating statusenum
Operating
Ownership categoryenum
Headcount rangeband
1–10
akta.pro rankint
HeadquartersSheridan, United States
HQ citystring
Sheridan
HQ countrystring
United States
HQ regionstring
North America
Markets served

Serves global market

Offices1 record

Each record includes

City, Country, Type, Description, Source

Keyword5 values
wealth management services, financial planning advisory, estate and legacy planning, tax planning services, retirement plan management
Industry4 codes
1Comprehensive/Full-Service RIAs & Independent Wealth Managers
CodeFSAAACAAPrimaryYes
2Registered Investment Advisor (RIA) Wealth Management
CodeFSAEABAAPrimaryNo
3Specialized/Niche-Vertical RIAs (e.g., Medical, Tech, Executives, Athletes)
CodeFSAAACALPrimaryNo
4Family Office Advisory & Outsourced CIO (OCIO)
CodeFSAAADACPrimaryNo
NAICS code2 codes
  • Portfolio Management and Investment Advice523940
  • Finance and Insurance52
SIC code1 code
  • Investment Advice6282
Product category
Wealth Management
Social media profiles1 record
GTM motion2 records

Each record includes

Type, Description, Source

Revenue model1 record
1Fee-Based Advisory Services
TypeSubscription Recurring
Description

As a fee-based firm, Eliason Financial provides objective, conflict-free financial guidance. Revenue is generated through advisory fees rather than product commissions, aligning the firm's interests with client outcomes.

eliasonfa.com
Marketing channels4 records

Each record includes

Title, Type, Stage, Description, Source

Distribution channels2 records

Each record includes

Title, Type, Scope, Target buyer, Description, Source

Cost components6 values
Personnel, Operations, Marketing or Sales, Infrastructure, Technology or R&D, Others
Pricing details1 tier
1Fee-based financial planning and wealth management services
ModelSubscriptionBilling cadenceAnnual
Notes

Specific pricing tiers not publicly disclosed. Services aligned with Regulation Best Interest and fiduciary commitment.

eliasonfa.com
GTM typeB2C
B2C
Offering typeServices
Services
Core offering1 text field

Eliason Financial is an independent, fee-based wealth management and financial advisory firm that provides integrated financial planning, investment management, tax planning, estate and legacy planning, and retirement services to individuals, families, business owners, employers, and trustees. The firm oversees more than $660 million in client assets and delivers customized portfolios and ongoing advisory relationships, with brokerage services facilitated through Osaic Wealth, Inc.

Differentiator
Functional benefit
Problem solved
Quantifiable outcome1 of 2 values shown
  • Over $660 million in client assets under management
+1 more record
Product overview1 text field

Eliason Financial offers integrated financial planning and wealth management services as a unified advisory practice, not a software platform. The core offering consists of six integrated service lines: Financial Planning, Wealth Management, Tax Planning, Estate & Legacy Planning, Small Business Financial Planning, and College Planning. These are complemented by Client Services providing daily support and digital access. The firm also provides educational tools including a Financial Calculators suite (retirement, investment, insurance, tax, and lifestyle calculators), a Financial Glossary with over 200 terms, and Tax Resources including forms and publications. The Resource Center offers curated content across seven categories: Retirement, Estate, Investment, Insurance, Tax, Money, and Lifestyle. The overall architecture is service-based rather than product-based, with all components serving the firm's fee-based financial advisory model.

Product and service1 record
1Financial Planning
Scale indicator4 records

Each record includes

Type, Value, Description, Source

Partnership2 partners
1FINRA
Strategic tierCoreTypeOthers
Description

Financial Industry Regulatory Authority - independent regulator overseeing all securities firms doing business in the U.S.

eliasonfa.com
2SIPC
Strategic tierCoreTypeOthers
Description

Securities Investor Protection Corporation - provides protection for brokerage customers in case of brokerage firm failures

eliasonfa.com
Recent move6 records

Each record includes

Date, Type, Title, Description, Source

Expansion highlight5 records

Each record includes

Type, Description

Market position
Competitive moat4 records

Each record includes

Type, Details

Key risks6 records

Each record includes

Headline, Details, Source

Key highlights7 records

Each record includes

Headline, Details, Source

Customer concentration

Classification, Details

Named customers5 records

Each record includes

Name, Industry, Type, Use case, Source, UUID

Segment5 records

Each record includes

Title, Type, Primary, Description, Pain point addressed, Use case, Source

Ideal customer profile5 records

Each record includes

Profile, Firmographic size, Sales motion, Sales cycle length, Buying structure, Purchase trigger, Buyer persona, Geography, Industry vertical, Primary use case, Description, Pain points, Evidence proof points, Target buyer

Technology focused
No
API detail
Has APIbool
No

Docs URL, Description

Integration2 records

Each record includes

Title, Type, Description, Source

AI maturity
App detail

Has app

Core technology
Revenue estimate
Valuation estimate
Number of profiles
Profiles8 records

Each record includes

Name, Designation, Designation category, Overview, Profile commentary, Source

No data
Compliance3 records

Each record includes

Name, Class, Description

Funding overview

Funding stage, Last funding date, Total funding USD

Funding rounds

Each record includes

Round, Amount USD, Date, Pre money valuation, Total investors, Investors, News

Investors

Each record includes

Name, Type, Date of entry, Rounds participated, Website

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Each record includes

Name, Acquisition type, Announced date, Completed date, Status, Website, News

Investment

Each record includes

Name, Round, Announced date, Lead investor, Website, News

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Eliason Financial

Wealth Managementeliasonfa.com

Eliason Financial is an independent, fee-based RIA founded in 2003 in Sheridan, Wyoming, providing integrated financial planning, wealth management, tax, and estate services to high-net-worth individuals, families, and business owners across 35 U.S. states, with over $660 million in client assets and an 8-person team.

What Eliason Financial does

Eliason Financial is an independent, fee-based financial advisory firm founded in 2003 by Peter M. Eliason and headquartered in Sheridan, Wyoming. The firm provides integrated financial planning and wealth management services across six core lines — Financial Planning, Wealth Management, Tax Planning, Estate & Legacy Planning, Small Business Financial Planning, and College Planning — supplemented by client services, financial calculators, a glossary of 200+ terms, and a seven-vertical educational Resource Center. Underlying technology consists entirely of third-party platforms: eQuipt and RightCapital for client portal and financial planning, with securities and investment advisory execution routed through a broker-dealer relationship with Osaic Wealth, Inc. (FINRA/SIPC member).

The firm operates under SEC Regulation Best Interest as a fee-only fiduciary, generating revenue primarily through advisory fees on assets under management rather than product commissions. With over $660 million in client assets and an 8-person team spanning founding partner, four additional partners/advisors, a CFA-designated Director of Investment Operations, a COO, and client services coordinators, Eliason serves high-net-worth individuals, families, business owners, employers, and trustees across Wyoming and approximately 35 U.S. states. Growth has been entirely organic — driven principally by client referrals over 22 years — with no external funding, acquisitions, or institutional ownership indicated. Marketing combines referral channels with content marketing/SEO through the Resource Center and annual client appreciation events.

Eliason Financial firmographics

Firmographics
Name
Eliason Financial
Legal name
Eliason Financial
Website
https://eliasonfa.com
Company type
Private
Founded year
2003
Operating status
Operating
Headcount range
1–10 employees
Short description
Eliason Financial is an independent, fee-based RIA founded in 2003 in Sheridan, Wyoming, providing integrated financial planning, wealth management, tax, and estate services to high-net-worth individuals, families, and business owners across 35 U.S. states, with over $660 million in client assets and an 8-person team.
Ownership category
akta.pro rank

Eliason Financial industry classification

Industry
Product category
Wealth Management
NAICS
Portfolio Management and Investment Advice (523940), Finance and Insurance (52)
SIC
Investment Advice (6282)
akta.pro primary industry
Comprehensive/Full-Service RIAs & Independent Wealth Managers (FSAAACAA)
akta.pro secondary industries
Registered Investment Advisor (RIA) Wealth Management (FSAEABAA), Specialized/Niche-Vertical RIAs (e.g., Medical, Tech, Executives, Athletes) (FSAAACAL), Family Office Advisory & Outsourced CIO (OCIO) (FSAAADAC)

Keywords

  • Wealth management services
  • Financial planning advisory
  • Estate and legacy planning
  • Tax planning services
  • Retirement plan management

Where Eliason Financial is headquartered

Location

Headquarters

HQ city
Sheridan
HQ country
United States
HQ region
North America

Offices1 record

Markets served

Eliason Financial business model

Business model
GTM type
B2C
Offering type
Services
Cost components
Personnel, Operations, Marketing or Sales, Infrastructure, Technology or R&D, Others

Revenue model

  1. Fee-Based Advisory Services: As a fee-based firm, Eliason Financial provides objective, conflict-free financial guidance. Revenue is generated through advisory fees rather than product commissions, aligning the firm's interests with client outcomes.

Pricing tiers

ModelBillingPrice
SubscriptionAnnualFee-based financial planning and wealth management services

Go-to-market motion2 records

Distribution channels2 records

Marketing channels4 records

Eliason Financial product offering

Product offering

Core offering

Eliason Financial is an independent, fee-based wealth management and financial advisory firm that provides integrated financial planning, investment management, tax planning, estate and legacy planning, and retirement services to individuals, families, business owners, employers, and trustees. The firm oversees more than $660 million in client assets and delivers customized portfolios and ongoing advisory relationships, with brokerage services facilitated through Osaic Wealth, Inc.

Product overview

Eliason Financial offers integrated financial planning and wealth management services as a unified advisory practice, not a software platform. The core offering consists of six integrated service lines: Financial Planning, Wealth Management, Tax Planning, Estate & Legacy Planning, Small Business Financial Planning, and College Planning. These are complemented by Client Services providing daily support and digital access. The firm also provides educational tools including a Financial Calculators suite (retirement, investment, insurance, tax, and lifestyle calculators), a Financial Glossary with over 200 terms, and Tax Resources including forms and publications. The Resource Center offers curated content across seven categories: Retirement, Estate, Investment, Insurance, Tax, Money, and Lifestyle. The overall architecture is service-based rather than product-based, with all components serving the firm's fee-based financial advisory model.

Differentiator

Problem solved

Functional benefit

Products and services

  • Financial Planning

Quantifiable outcome

  • Over $660 million in client assets under management
  • +1 more outcomes

Companies that use Eliason Financial

Customer profile

Named customers5 records

Segments5 records

Ideal customer profiles5 records

Eliason Financial technology and API

Technology

Technology focussed No

API detail

Has API
No
API docs
API detail

Core technology

AI maturity

App detail

Integration2 records

Eliason Financial partnerships and signals

Strategic signal

Partnerships

Two partnerships are on record, tiered core.

  • FINRAcoreOthersFinancial Industry Regulatory Authority - independent regulator overseeing all securities firms doing business in the U.S.
  • SIPCcoreOthersSecurities Investor Protection Corporation - provides protection for brokerage customers in case of brokerage firm failures

Scale indicators4 records

Recent moves6 records

Expansion highlights5 records

Eliason Financial competitors and assessment

Company assessment

Market position

Competitive moat4 records

Key risks6 records

Key highlights7 records

Customer concentration

Eliason Financial social profiles

Digital presence

Eliason Financial compliance and trust

Trust signal

Compliance3 records

Eliason Financial financial estimates

Financial estimate

Revenue estimate

Valuation estimate

Eliason Financial leadership team

Management profile

Number of profiles

Profiles8 records

Eliason Financial funding detail

Funding detail

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

Eliason Financial M&A and investment

M&A and investment

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Eliason Financial

What does Eliason Financial do?

Eliason Financial is an independent, fee-based wealth management and financial advisory firm that provides integrated financial planning, investment management, tax planning, estate and legacy planning, and retirement services to individuals, families, business owners, employers, and trustees. The firm oversees more than $660 million in client assets and delivers customized portfolios and ongoing advisory relationships, with brokerage services facilitated through Osaic Wealth, Inc.

Is Eliason Financial a public or private company?

Eliason Financial is a private company. It is classified as founder individual operated bootstrapped and is currently operating.

When was Eliason Financial founded?

Eliason Financial was founded in 2003. It employs 1 to 10 people.

Where is Eliason Financial based?

Eliason Financial is headquartered in Sheridan, United States, in the North America region.

How does Eliason Financial make money?

One revenue line is on record: fee-Based Advisory Services.

Does Eliason Financial have an API?

No public API is recorded for Eliason Financial.

What industry is Eliason Financial in?

Eliason Financial's product category is Wealth Management. Its primary akta.pro industry code is FSAAACAA, Comprehensive/Full-Service RIAs & Independent Wealth Managers, with a secondary code of FSAEABAA, Registered Investment Advisor (RIA) Wealth Management. Its NAICS code is 523940 and its SIC code is 6282.

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