Ellevate Advisors
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$0
Total clients
12
0% high-net worth
Total advisors
1
of 5 employees
Firm size
Supported
1-3 advisors or $200M+ in AUM
Average clients per advisor
12
Average account size
$0
About
Ellevate Advisors is a state-registered investment adviser, founded in 2020, that provides ongoing comprehensive financial planning and hourly business coaching to individuals, high net-worth individuals, and businesses. Clients engage the firm through fixed retainer or hourly arrangements for retirement, estate, longevity, life-planning, and business-operational support rather than through asset-management contracts.
The firm does not provide discretionary portfolio management or custody; when an investment analysis is included in a financial plan, recommendations are developed from client-provided financial statements and financial-planning software to align allocations with clients’ goals and values. Deliverables include written or electronic financial plans, annual reviews, and coaching materials such as workflow templates, meeting agendas, and operations checklists.
Notably, Ellevate charges retainer and hourly fees instead of percentage-of-AUM fees, discloses it has no assets under management, and does not execute trades or participate in wrap programs. The firm emphasizes planning for advisors and their life partners, holds multiple professional designations (CFP®, CEPA, ChFC, CKA), serves a small client base, and the principal also maintains outside paraplanning and community roles.
Client services
Financial planning
Fee options
Fixed retainer fee for ongoing comprehensive financial planning, can be paid as lump sum or installments over up to 12 months
Hourly business coaching fees range from $100 to $2,000 per hour, depending on complexity
Fee-only: Fixed retainer fee for ongoing comprehensive financial planning, ranging from $100 to $2,000 monthly or $300 to $6,000 quarterly; Hourly business coaching fees range from $100 to $2,000 per hour
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:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Main office location
Ellevate Advisors
Tulsa OK, United States
Number of offices
1
Forms ADV
Quick links
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