Advisor at Elevate Wealth Management
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 Wealth Management
Location
Sheridan, WY 82801
Credentials
Series 65
Industry experience
2 years
Financial planning fixed fees typically ranging from $2,500 to $10,000
$0+: Up to 2% annually (maximum fee; fees are negotiable and may be waived or reduced) $100,000+: Minimum account size required; fees prorated and charged quarterly in advance based on assets
Financial planning up to $500 per hour; consulting services generally $250 per hour
Account minimum: $100,000 (minimum account size for advisory accounts; may be waived at discretion) Fee-only: Investment management fees based on assets under management; financial planning fixed fees and hourly fees; consulting hourly fees
Elevate Wealth Management
2025 - Present (1 year)
Frontier Asset Management
2023 - Present (3 years)
Range
2022 - 2023 (1 year)
Range
2018 - 2022 (4 years)
Range
2015 - 2018 (3 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Series 66
Sheridan, WY
Edward Jones
Series 66
Sheridan, WY
Edward Jones
CFP®, Series 66
Sheridan, WY
Edward Jones
Series 63, Series 65
Sheridan, WY
Goose Valley Consulting, LLC
CFA®
Sheridan, WY
Nemo Capital
Series 65
Sheridan, WY
Cypress Capital Management, LLC
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