Rachel F. Elson
Investment adviser representative at Perigon Wealth Management, LLC
11 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$11.3BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
11 years in the industry.
- Perigon Wealth Management, LLCDec 2020 to now
- Perigon Wealth Management, LLCJul 2019 to Nov 2020
- StudentJan 2019 to May 2020
- Self EmployedOct 2018 to Jan 2020
- Meredith (formally Time Inc.)Nov 2016 to Sep 2018
- Time Inc.Jul 2015 to Nov 2016
Designations
- CFP® certification
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 2 states (CA, TX).
Perigon Wealth Management, LLC
$11.3BAssets managed
5,664Clients
92Advisers
22 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7414612
- Firm CRD
- 131037