Elevage Partners, LLC fees and pricing

Financial planner in Reno, Nevada. Registered with the SEC.

According to its Form ADV Part 2A brochure dated March 27, 2026, Elevage Partners, LLC charges a quarterly fee of $600 for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 27, 2026. Fees can change, so confirm with the firm before you hire them.

Quarterly fee
$600/qtr
“The minimum quarterly fee is $600.”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Elevage Partners, LLC bills

Payment and refund terms, quoted from the fee section of the brochure.

  • “Since fees are negotiable, Elevage has previously entered into other forms of investment management and wealth management agreements with differing fee schedules and may do so in the future on a client by client basis.”
  • “Clients choose to be billed directly for fees or authorize Elevage to directly debit fees from their investment account in accordance with the client authorization in the Wealth Management Agreement.”
  • “For accounts that are “held away”, since the applicable fee cannot be debited directly from these held away accounts, these fees will be paid from another client account or invoiced directly to the client, at the client’s direction.”

About Elevage Partners, LLC

  • Firm size: 8 employees.
  • Registered as an adviser: 2018 (8 years).

Firm details from Form ADV

How the firm is paid
Hourly fees, fixed or flat fees, percentage of assets under management
Charges a % of assets
Yes
Highest asset based fee in brochure
1% a year
Minimum
$5,000 minimum fee (stated in brochure)
Clients
365
Employees
8
Works with
Individuals, high net worth individuals, and businesses
Services reported to regulators
Financial planning and portfolio management for individuals and small businesses
Assets managed
$154,574,081
Registered with
U.S. Securities and Exchange Commission
Disciplinary disclosures
None reported
SEC CRD number
158386
Website
elevagepartners.com (opens in new tab)
Phone
(800) 725-1622

Can advise clients in 13 states: Arizona, California, Connecticut, Idaho, Massachusetts, Maryland, New Jersey, Nevada, New York, Ohio, Texas, Utah, Washington

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