Elevate Financial
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$5,043,670
This total excludes 4 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Clients
47
0% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
47
HighAverage account size
$107,312
About
Elevate Financial provides comprehensive financial planning and ongoing wealth management primarily for individual clients and also works with retirement plan sponsors, pension and profit-sharing plans. Services span cash-flow and retirement planning, tax and estate considerations, investment portfolio management, and public educational workshops.
The firm develops client-specific investment policy statements, emphasizes diversification and periodic rebalancing, and implements portfolios using mutual funds and ETFs, including through third-party asset-management platforms. Engagements are delivered either as discrete planning projects or as continuous advisory relationships with discretionary portfolio management and regular account reviews.
Distinctively for a small independent adviser, the firm offers pension consulting and ERISA fiduciary services to plan sponsors, reflecting the principal’s prior roles in retirement-plan administration and institutional distribution. The firm also conducts public financial-education sessions and may act as a portfolio manager within a third-party wrap/TAMP program, combining individual client work with plan-level consulting.
Client services
Financial planning
Portfolio management
Pension consulting
Selection of other advisers
Educational seminars or workshops
Investment consulting
Expertise
General retirement planning
Tax strategies for small businesses
College savings (529s, UTMA, etc.)
Fee options
Financial planning fixed fee of $1,999 per plan; educational workshop fees range from $50 to $500 per session
$0 - $1,500,000: Up to 2.00% per annum $1,500,001+: Negotiable
$150 per hour billed in 15-minute increments for limited financial planning and consultation services
Account minimum: $100,000 (Client Relationship size required for Wealth Management Services, may be reduced or waived at discretion) Minimum fee: Fixed fee of $1,999 per financial planning engagement; minimum annual fee may apply for advisory services (details negotiable) Fee-only: Financial planning fixed fees ($1,999) and hourly fees ($150/hour) offered; asset-based advisory fees up to 2.00% per annum plus third-party fees for Betterment program
Most active in
Elevate Financial has reported serving >5 clients in these states in the last 12 months.
Arizona
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
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.
Forms ADV
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")