Elevate Financial Planning and Wealth Management logo

Elevate Financial Planning and Wealth Management

Updated today

Total assets under management

$107,110,000

Total clients

457

3% high-net worth

Total advisors

40

of 38 employees

Firm size

Multi Team

Average clients per advisor

11

Average account size

$234,376

About

Elevate Financial Planning and Wealth Management provides customized financial planning and discretionary and non-discretionary portfolio management to individual and high‑net‑worth clients through a multi‑adviser team. In addition to one‑time and ongoing financial planning, the firm also advises on held‑away assets such as variable insurance contracts and employer‑sponsored retirement plan assets and coordinates with clients’ other professionals for implementation.

The firm tailors investment strategies to each client’s financial profile, using fundamental analysis, strategic and tactical asset allocation, and a mix of long‑ and short‑term approaches; portfolios are commonly allocated among mutual funds, ETFs, and individual equities. Elevate routinely leverages third‑party managers and turnkey asset management platforms (including Orion) for implementation and requires periodic reviews (quarterly for ongoing planning clients) to monitor and rebalance portfolios.

Distinctive aspects noted in the brochure include a relatively large adviser headcount (about 40 IARs) operating on roughly $107 million in assets under management and a recent transition to SEC registration after ending a prior affiliation, which is atypical among multi‑team peers. The firm has an affiliated insurance agency (and some IARs are licensed to sell insurance), and it uses paid lead‑generation (a SmartAsset subscription) and TAMP relationships—arrangements disclosed in the brochure that can affect implementation choices and potential conflicts of interest.

Client services

Financial planning Portfolio management Selection of other advisers

Expertise

General retirement planning College savings (529s, UTMA, etc.) Wealth management

Fee options

Percentage

$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

Commissions

Insurance commissions from sale of insurance products

Other

Fee-only: Financial planning fees fixed, negotiable, generally $1,000 to $10,000; typically $1,000 minimum

Main office location

Elevate Financial Planning and Wealth Management

9400 4 Th Street N, Suite 201

St. Petersburg FL 33702, United States

Number of offices

2

Most active in

California · Louisiana

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Jack D

Series 63, Series 65

St. Petersburg, FL

Elevate Financial Planning and Wealth Management

General retirement planning College savings (529s, UTMA, etc.) Wealth management
user avatar

Cole C

Series 65

St. Petersburg, FL

Elevate Financial Planning and Wealth Management

General retirement planning College savings (529s, UTMA, etc.) Wealth management
user avatar

Logan G

Series 65

St. Petersburg, FL

Elevate Financial Planning and Wealth Management

General retirement planning College savings (529s, UTMA, etc.) Wealth management
user avatar

Austin Y

Series 65

St. Petersburg, FL

Elevate Financial Planning and Wealth Management

General retirement planning College savings (529s, UTMA, etc.) Wealth management
user avatar

Sean L

Series 65

St. Petersburg, FL

Elevate Financial Planning and Wealth Management

General retirement planning College savings (529s, UTMA, etc.) Wealth management
user avatar

Storm B

Series 65

St. Petersburg, FL

Elevate Financial Planning and Wealth Management

General retirement planning College savings (529s, UTMA, etc.) Wealth management
user avatar

Ryan B

Series 65

St. Petersburg, FL

Elevate Financial Planning and Wealth Management

General retirement planning College savings (529s, UTMA, etc.) Wealth management
user avatar

Cole P

Series 65

St. Petersburg, FL

Elevate Financial Planning and Wealth Management

General retirement planning College savings (529s, UTMA, etc.) Wealth management
user avatar

Carter B

Series 65

St. Petersburg, FL

Elevate Financial Planning and Wealth Management

General retirement planning College savings (529s, UTMA, etc.) Wealth management
user avatar

Francisco L

Series 65

St. Petersburg, FL

Elevate Financial Planning and Wealth Management

General retirement planning College savings (529s, UTMA, etc.) Wealth management
user avatar

Benjamin S

Series 65

St. Petersburg, FL

Elevate Financial Planning and Wealth Management

General retirement planning College savings (529s, UTMA, etc.) Wealth management
user avatar

William M

Series 65

St. Petersburg, FL

Elevate Financial Planning and Wealth Management

General retirement planning College savings (529s, UTMA, etc.) Wealth management
user avatar

Andrew S

Series 65

St. Petersburg, FL

Elevate Financial Planning and Wealth Management

General retirement planning College savings (529s, UTMA, etc.) Wealth management
user avatar

David C

Series 65

St. Petersburg, FL

Elevate Financial Planning and Wealth Management

General retirement planning College savings (529s, UTMA, etc.) Wealth management
user avatar

Connor O

Series 65

St. Petersburg, FL

Elevate Financial Planning and Wealth Management

General retirement planning College savings (529s, UTMA, etc.) Wealth management
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