Advisor at Elevate Capital Advisors
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Elevate Capital Advisors
Location
Eagle, CO 81631
Credentials
CFA®, Series 63, Series 66
Industry experience
20 years
Fixed fees for financial planning services, e.g., $1500 total, negotiable depending on complexity
$0 - $250,000: 1.50% $250,001 - $500,000: 1.25% $500,001 - $750,000: 1.00% $750,001 - $1,000,000: 0.90% $1,000,001 - $1,500,000: 0.80% $1,500,001 - $2,500,000: 0.70% $2,500,001 - $5,000,000: 0.60% $5,000,001 - $10,000,000: 0.55% $10,000,001+: 0.50%
Commission-based compensation for insurance products sold via affiliated insurance agency
Up to $500 per hour for financial planning services
Performance-based fee for qualified clients with net worth >$2,200,000 or assets >$1,100,000; fixed fee up to 0.50% annually plus up to 20% of annual gross profits subject to high-water mark
Account minimum: $500,000 Fee-only: Hourly fees up to $500/hour; fixed fees commonly $300/hour with total cost around $1500, negotiable based on complexity and scope
Elevate Ventures
2018 - 2022 (4 years)
Elevate Insurance Advisors, LLC
2017 - Present (9 years)
Elevate Capital Advisors
2017 - Present (9 years)
Northwestern Mutual Wealth Management Company
2013 - 2017 (4 years)
Northwestern Mutual investment Services, LLC
2012 - 2017 (5 years)
Kenneth Armstrong
2012 - 2017 (5 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.
Series 63, Series 65
Edwards, CO
Merrill
Michelle Horton is a Wealth Management Advisor with Merrill Lynch Wealth Management. She works with families and their businesses, focusing on planning for financial success in the present and for future generations. Michelle has over 30 years of experience in wealth management, building lifelong relationships by understanding her clients’ individual perspectives and priorities. Her expertise encompasses college education planning, corporate executive services, family wealth management strategies, legacy planning, liquidity management, retirement planning, portfolio management, and tax minimization. Michelle holds the Certified Investment Management Analyst (CIMA) and Personal Investment Advisor (PIA) designations, reflecting her commitment to professional standards in investment management. Michelle earned a Bachelor's Degree from the University of Kansas and a Master's Degree from Saint Louis University. She is involved with the Arrowhead Metro District and participates in community activities with Bighorn Gravel. Outside of work, Michelle enjoys adventure sports including biking, camping, hiking, skiing, surfing, and traveling.
Series 63, Series 65
Edwards, CO
Merrill
Paul Girard is a Senior Financial Advisor with Merrill Lynch Wealth Management. He has been assisting clients with wealth management, retirement planning, and wealth transfer since 1985. Paul's practice focuses on developing personalized plans and helping clients manage cash flow during retirement. At Merrill Lynch Wealth Management, Paul employs a comprehensive Goals-Based Wealth Management approach. He works with high-net-worth clients to identify and prioritize their personal financial goals, including college education planning, family wealth management strategies, personal retirement planning, tax minimization, and retirement income. Leveraging the global resources available, he addresses complex planning needs such as funding education, ensuring retirement income sustainability, managing potential healthcare costs, and preserving wealth. Paul holds a Bachelor's Degree from Drake University and professional designations including Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). He is also involved in his community as a board member of the Willowmere Farmington HOA.
Series 66
Eagle, CO
Edward Jones
Series 66
Eagle, CO
Edward Jones
Series 66
Eagle, CO
Aberle Investment Management LLC
CFP®, Series 63, Series 65
Eagle, CO
Aberle Investment Management LLC
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")