Firm Information
Compensation
Fixed/HourlyFirm Size
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Clients in the Direct-to-Consumer model pay an annual subscription fee for access to financial planning services and platform features. Clients may also purchase financial planning sessions with a financial advisor. Clients who invest through the Automated Index Investing (AII) programs are not charged an annual management fee by the Firm. However, the mutual funds and ETFs held within AII portfolios may have their own fees.
Areas of Practice
Advisor Information
Office location
5900 Balcones Drive, Suite 4040, Austin, TX, 78731
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Jane Ruguru MephamRegulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Jane is contracted as a financial planner for Origin Financial and works as a public speaker for financial coaching workshops. The public speaking engagements account for minimal time and do not affect clients of Elgon Financial Advisors.
Employment History
Current Registrations
Origin Investment Advisory LLC
Elgon Financial Advisors
State Registrations2 states
Exams
Additional Information
Personal finances can be very challenging especially when everything sounds so foreign, and the cultural practices are different from what you are used to. But don't let this stop you from seeking out help.