Advisor at Elevate Financial Planning and Wealth Management
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Firm
Elevate Financial Planning and Wealth Management
Location
St. Petersburg, FL 33702
Credentials
Series 65
Industry experience
< 1 year
Cole Carson is a financial advisor at Elevate Financial Planning and Wealth Management in St. Petersburg, FL. He holds a Series 65 designation and has been in the industry since 2025. His prior experience includes roles at RPAG/FlexPATH and Rimrock Capital Management, as well as academic work at the University of Miami. Elevate Financial Planning and Wealth Management is a registered investment adviser serving individual and high-net-worth clients with customized financial planning and portfolio management. The firm uses a tailored investment approach incorporating mutual funds, ETFs, individual equities, and third-party platforms, and maintains ongoing client relationships with periodic reviews and rebalancing.
Based on Elevate Financial Planning and Wealth Management
Based on Elevate Financial Planning and Wealth Management
$0 - $100,000: 1.25% annually $100,001 - $500,000: 1.15% annually $500,001 - $2,000,000: 1.00% annually $2,000,001 - $5,000,000: 0.75% annually $5,000,001 - $10,000,000: 0.60% annually >$10,000,001+: 0.50% annually
Insurance commissions from sale of insurance products
Fee-only: Financial planning fees fixed, negotiable, generally $1,000 to $10,000; typically $1,000 minimum
9400 4 Th Street N, Suite 201
St. Petersburg, FL 33702
Florida · Georgia · Texas
Elevate Financial Planning and Wealth Management
2025 - Present (1 year)
University of Miami
2025 - 2025 (1 year)
RPAG/FlexPATH
2024 - 2024 (1 year)
Rimrock Capital Management
2022 - 2022 (1 year)
University of Miami
2021 - 2025 (4 years)
CORE Athletics
2020 - 2021 (1 year)
The Old Spaghetti Factory
2018 - 2021 (3 years)
Corona del Mar High School
2016 - 2021 (5 years)
Corona Del Mar Middle School
2014 - 2016 (2 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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.
CFP®
Lithia, FL
Southshore Financial Planning
Hi, I'm Chris - Founder and Financial Planner at Southshore Financial Planning. I enjoy partnering with individuals and families to guide them to and through retirement so they can live life to the fullest. This is accomplished by first taking a deep dive into where clients are now financially and where they want to be. Then ideas are weaved together in the areas of cash flow, investments, taxes, insurance, debt and estate planning into one financial roadmap. Professionally, I am a CFP® Practitioner and have two finance-related degrees from the University of North Florida. My entire 19 year career has been dedicated to serving individuals and families in the financial services industry. Before founding Southshore Financial Planning, I spent 11 years at one of the largest financial institutions in the country where I was directly responsible for a $700 million client practice. On a personal note, my wife Heather and I are parents to three wonderful boys. In our free time we enjoy spending time with family, traveling, fishing, and watching the Tampa Bay Lightning.
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