Elevate Capital Advisors fees and pricing
Financial planner in Eagle, Colorado. Registered with the SEC.
According to its Form ADV Part 2A brochure dated February 2, 2026, Elevate Capital Advisors charges $300 an hour for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed February 2, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $300/hr
“A common fee for financial planning is $300/hr. with a total cost of $1500.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Elevate Capital Advisors bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Advisory fees are annualized and applied monthly in arrears, based on the number of calendar days in a month.”
- “If you terminate services with Elevate, a prorated fee will be due for the number of days you were a client in the month.”
- “Clients will incur a pro-rata charge for services rendered prior to the termination Elevate Capital Advisors, LLC Form ADV Part 2A – Firm Brochure 9 of the portfolio management agreement.”
How Elevate Capital Advisors’ fees compare
- Its hourly rate of $300 matches the Colorado median of $300. 50% of the 231 other Colorado planners that publish an hourly rate charge less.
About Elevate Capital Advisors
“Elevate provides advisory services related to Portfolio Management, Pension Consulting, and Financial Planning.”
- Firm size: 6 employees.
- Credentials named in the brochure: CFA.
- Founded: 2017 (9 years).
Firm details from Form ADV
- How the firm is paid
- Hourly fees, fixed or flat fees, percentage of assets under management, performance based fees
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 1% a year
- Minimum
- $500,000 in assets (stated in brochure)
- Clients
- 200
- Employees
- 6
- Works with
- Individuals, high net worth individuals, pension and profit sharing plans, charities, and businesses
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and pension consulting
- Assets managed
- $183,285,397
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 288190
- Phone
- (970) 328-7526
Can advise clients in 8 states: Arizona, Colorado, Florida, Louisiana, Minnesota, New Jersey, Nevada, Texas
Other planners in Eagle that publish fees
- Aberle Investment Management LLCEagle$300/hr
- 46 North FinancialDenverUp to $10,000
- 56 Capital Partners, LTDColorado Springs$100-$500/hr, $3,000-$25,000
- Abby Kovach Financial Planning, LLCLafayette$350/hr
- Accelerated Wealth Advisors LLCColorado Springs$250-$500/hr, $500-$7,000
- Ace Wealth Partners, LLCWestminster$200/hr, $1,500-$2,500
Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.