Legal documents
We regularly file documents with the SEC concerning the size of our business, the processes we have in place to provide secure and compliant services, our fee structures and members of the team. These are updated regularly and you can ensure you view the latest versions, by clicking the links above.
If you’d like to review any of the contents with either your planner or a member of our compliance team, we are here to help you make that happen.
Member agreements
The terms you agree to as a Glen Elgin member.
General
The terms you agree to when accessing Glen Elgin’s website as well as your electronic delivery acknowledgement.
Glen Elgin’s commitment to digital accessibility
The terms of use for electronic communications between you and Glen Elgin.
How we engage through our social media platforms.
Material changes to Glen Elgin’s planning agreement and regulatory filings.
The value of working with Glen Elgin.
Promotions
Below are specific details & terms of various Glen Elgin promotions.
Active Promotions
Past Promotions
- June 13-19 2026 Promotion
- June 6-12 2026 Promotion
- May 30 – June 5 2026 Promotion
- May 23-29 2026 Promotion
- May 16-22 2026 Promotion
- May 9-15 2026 Promotion
- May 2-8 2026 Promotion
- April 25 – May 1 2026 Promotion
- April 18-24 2026 Promotion
- April 11-17 2026 Promotion
- April 4-10 2026 Promotion
- March 28 – April 3 2026 Promotion
- March 21-27 2026 Promotion
- March 14-20 2026 Promotion
- March 7-13 2026 Promotion
- February 28 – March 6 2026 Promotion
- February 21-27 2026 Promotion
- February 14-20 2026 Promotion
- February 7-13 2026 Promotion
- January 31 – February 6 2026 Promotion
- January 24-30 2026 Promotion
- January 17-23 2026 Promotion
- January 10-16 2026 Promotion
- January 1-9 2026 Promotion
- December 24-31 2025 Promotion
- December 13-19 2025 Promotion
- December 5-12 2025 Promotion
- November 21-28 2025 Promotion
- November 14-20 2025 Promotion
- November 7-13 2025 Promotion
- November 1-6 2025 Promotion
- October 1-17 2025 Promotion
- September 22-30 AUM Promotion
- September 15-21 Promotion
- September 8-14 Promotion
- August 8th – August 22nd Promotion
- July 17th – July 31st Promotion
- June 17th – June 30th Promotion
- Investment Account Promotion For Members Who Signed Up Between 6/9/2025 – 6/16/2025
- Investment Account Promotion For Members Who Signed Up Between 5/21/2025 – 5/31/2025
- Investment Account Promotion For Members Who Signed Up Between 10/1/2024 – 12/31/24
- Investment Account Promotion For Members Who Signed Up Between 7/1/2024 – 9/30/2024
- Investment Account Promotion For Members Who Signed Up Between 4/1/2024 – 6/30/2024
- Investment Account Promotion For Members Who Signed Up Between 1/1/2024 – 3/31/2024
- Investment Account Promotion For Members Who Signed Up Between 11/1/2023 – 12/31/2023
- Investment Account Promotion For Members Who Signed Up After 1/31/23
- Investment Account Promotion For Members Who Signed Up Before 2/1/23
- Welcome Back Kick Start Promotion for Members Who Sign Up Starting 4/1/25
- Member Referral Program
- $500 Kick-Starter Promotion
- Referral Program
- Non-Refundable Annual Payment Discount
- Concierge Package
- Jump Start Program Termination Fee
- Black Friday 2021
- Other Promotions & Discounts
- Previous Member Referral Program
Glen Elgin Wealth services
A description of Glen Elgin’s service and product offerings.
Provides information about our planners, who act on behalf of Glen Elgin.
Customer Relationship Summary (CRS) provides disclosure of your relationship with Glen Elgin.
Statement of Glen Elgin’s regulatory reporting and filing requirements as an SEC-Registered Investment Advisor.
Investment management
Below are specific agreements you make when Glen Elgin manages your money.