PlannerFees

Elevate Financial fees and pricing

Financial planner in Scottsdale, Arizona. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated October 9, 2025, Elevate Financial charges $150 an hour, a flat or project fee of $1,999, and a monthly fee of $99⁠-⁠$199 for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed October 9, 2025. Fees can change, so confirm with the firm before you hire them.

Hourly rate
$150/hr
“We reserve the right to charge for planning time in excess of 15 hours at $150 per hour.”
Flat or project fee
$1,999
“This service is done on a fixed fee basis of $1999 per plan.”
Monthly fee
$99⁠-⁠$199/mo
“monthly fixed fee ranging from $99 to $199 per month for ongoing financial planning and investment consultation services Termination of Services Either party may terminate the agreement with 30 day written notice.”

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

How Elevate Financial bills

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

  • “The fee will be announced in advance of the workshop and will be determined by the length of the event, the number and expertise of the presenters involved, in addition to whether educational materials are being provided.”
  • “The hourly rate is $150 per hour that will be billed in 15-minute increments, and a partial increment will be treated as a whole increment.”
  • “Earned fees in excess of any prepaid deposit will be billed at the time of termination and will be due upon receipt of our invoice.”

How Elevate Financial’s fees compare

  • Its hourly rate of $150 is below the Arizona median of $275. 4% of the 195 other Arizona planners that publish an hourly rate charge less.
  • 1 of the 53 other planners in Scottsdale that publish an hourly rate charge less.
  • Its flat or project fee of $1,999 is below the Arizona median of $3,100. 27% of the 164 other Arizona planners that publish a flat or project fee charge less.
  • 11 of the 47 other planners in Scottsdale that publish a flat or project fee charge less.

About Elevate Financial

“Elevate Financial provides a broad range of financial planning solutions to its clients. Our firm also provides ongoing and continuous supervision of our clients’ investment accounts through our Wealth Management Services offering.”
From the firm's description of its advisory business in its Form ADV brochure.
  • Solo practice: one person runs the firm, so you work directly with the planner.
  • Founded: 2014 (12 years).

Planning areas mentioned in the brochure

  • Retirement planning
  • Tax planning
  • Estate planning
  • College planning
  • Business owners
  • Equity compensation
  • Cash flow and budgeting

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
2.18% a year
Clients
47
Employees
1
Works with
Individuals and pension and profit sharing plans
Services reported to regulators
Financial planning, portfolio management for individuals and small businesses, pension consulting, selecting other advisers, educational seminars and workshops, and other services
Assets managed
$8,898,653
Registered with
State securities regulators
Disciplinary disclosures
None reported
SEC CRD number
172375
Website
elevatefin.com (opens in new tab)
Phone
(520) 261-9075

Other planners in Scottsdale that publish fees

Compare all 121 planners in Scottsdale

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.