Advisor at Elevation Advisory Partners LLC
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Firm
Elevation Advisory Partners LLC
Location
Leawood, KS 66211
Credentials
Series 65
Industry experience
3 years
Brian Truxaw is a financial advisor with Elevation Advisory Partners LLC in Leawood, KS, holding a Series 65 designation and three years of industry experience. He previously worked at Commerce Bank for thirteen years. Elevation Advisory Partners serves individuals, high-net-worth families, estates, trusts, partnerships, and employer-sponsored retirement plans, offering discretionary investment management, financial planning, and retirement-plan advisory services. The firm employs both fundamental and technical analysis across various asset classes and incorporates ESG preferences when requested, while also engaging third-party managers and utilizing a technology platform for oversight and reporting.
Based on Elevation Advisory Partners LLC
Based on Elevation Advisory Partners LLC
Financial planning and consulting fixed fee between $500 and $5,000
Fee-only: Financial planning and consulting services fixed fee ranging from $500 to $5,000 depending on scope and complexity
11111 Nall Avenue, Suite 202
Leawood, KS 66211
Kansas
Elevation Advisory Partners LLC
2022 - Present (4 years)
Commerce Bank
2009 - 2022 (13 years)
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Is active or affiliated with:
Insurance agent
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Broker-dealer / trader
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Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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