Oxbow Advisors
47yrs
Top advisor by experience in Austin
9yrs
John Elder is a fiduciary financial advisor in Austin, Texas, with 9 years in the industry. John joined Equitable Advisors in 2021, a firm offering financial planning, investment management, and retirement plan consulting. Equitable Advisors reports being paid through a percentage of assets, hourly fees, and flat fees.
One of 3498 advisors with offices in Austin, and one of 3168 fiduciaries.
At a glance
Experience9 years (since 2017)
How that compares ?9 years in the industry
OfficeAustin, TX
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$609,299
Advisors at the firm4,656
States licensed ?1 state
Services through Equitable Advisors
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshops
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- 2021 – nowEquitable Advisors, LLCCurrent firm
Questions to ask John
Tailored to John’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About John
How do I contact John?
Call Equitable Advisors at 212-314-4600 and ask for John Elder. John works from the Austin, TX office.
How long has John been a financial advisor?
John has been in the industry since 2017, about 9 years. 9 years in the industry.
What licenses does John hold?
Series 66. Tap any license on this page to see what it allows.
Is John a fiduciary?
John is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is John paid?
Equitable Advisors reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask John for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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