Elevate Financial Planning and Wealth Management fees and pricing
Financial planner in St. Petersburg, Florida. Registered with the SEC.
According to its Form ADV Part 2A brochure dated March 30, 2026, Elevate Financial Planning and Wealth Management charges a flat or project fee of $1,000-$10,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 30, 2026. Fees can change, so confirm with the firm before you hire them.
- Flat or project fee
- $1,000-$10,000
“These fees are negotiable but generally range from $1,000 to $10,000 on a fixed fee basis depending upon the scope and complexity of the services, and the professional rendering the financial planning and/or the consulting services.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Elevate Financial Planning and Wealth Management bills
Payment and refund terms, quoted from the fee section of the brochure.
- “The terms and conditions of the financial planning and/or consulting engagement are set forth in the Financial Planning Agreement, and the initial fee will be due and payable upon the signing of the Financial Planning Agreement (i.e., in advance).”
- “Financial planning fees are invoiced and typically paid to us by the client directly via credit card or check.”
- “If, within 60 days of signing this agreement, you are not satisfied with the service, quality of work, or recommendations we provide, we will refund your initial financial planning fee in full.”
How Elevate Financial Planning and Wealth Management’s fees compare
- Its flat or project fee of $1,000-$10,000 spans the Florida median of $4,900. 61% of the 320 other Florida planners that publish a flat or project fee charge less.
- 4 of the 9 other planners in St. Petersburg that publish a flat or project fee charge less.
About Elevate Financial Planning and Wealth Management
“Our Advisory Business Elevate FPWM is an investment advisory firm providing customized financial planning and investment advisory and portfolio management services to a broad array of clients.”
- Firm size: 38 employees.
- Registered as an adviser: 2026.
Planning areas mentioned in the brochure
- College planning
- Insurance analysis
Firm details from Form ADV
- How the firm is paid
- Fixed or flat fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 1.25% a year
- Clients
- 457
- Employees
- 38
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and selecting other advisers
- Assets managed
- $107,110,000
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 329079
- Phone
- (727) 478-8886
Can advise clients in 26 states: Alabama, Arkansas, Arizona, California, Colorado, Florida, Georgia, Illinois, Kansas, Louisiana, Maryland, Michigan, Missouri, Mississippi, North Carolina, New Jersey, New York, Ohio, Oklahoma, Pennsylvania, South Carolina, Tennessee, Texas, Virginia, Washington, West Virginia
Other planners in St. Petersburg that publish fees
- Advisorplanner, LLCSt. Petersburg$500/hr, $700-$900/yr
- Avid PlanningSt. Petersburg$286-$572/hr
- Bayshore Financial Solutions, LLCSt. Petersburg$250/hr, $1,200
- Burkart Financial Group, Inc.St. Petersburg$200-$350/hr, $500-$3,500
- Cyndeo Wealth PartnersSt. Petersburg$350-$500/hr, $2,500-$25,000
- Gray Colt Financial Planning LLCSt. Petersburg$200/hr
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.