Elevate Wealth Advisory, Inc. fees and pricing
Financial planner in Athens, Georgia. Registered with the SEC.
According to its Form ADV Part 2A brochure dated March 19, 2026, Elevate Wealth Advisory, Inc. charges a flat or project fee of $1,500-$10,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 19, 2026. Fees can change, so confirm with the firm before you hire them.
- Flat or project fee
- $1,500-$10,000
“Fixed wealth planning fees are individually negotiated and range between $1,500 and $10,000 based on the scope and complexity of the arrangement.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Elevate Wealth Advisory, Inc. bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Investment management fees are generally payable quarterly, in advance.”
- “If management begins after the start of a quarter, fees will be prorated accordingly.”
- “In the event a client makes a deposit of $10,000 or more during a particular quarter, such client will be billed a pro-rata advisory fee based on the remaining number of the days in such quarter.”
How Elevate Wealth Advisory, Inc.’s fees compare
- Its flat or project fee of $1,500-$10,000 spans the Georgia median of $5,000. 60% of the 152 other Georgia planners that publish a flat or project fee charge less.
About Elevate Wealth Advisory, Inc.
“We will also provide investment management and retirement plan consul”
- Firm size: 13 employees.
- Registered as an adviser: 2013 (13 years).
Planning areas mentioned in the brochure
- Retirement planning
- 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
- 1.65% a year
- Clients
- 613
- Employees
- 13
- 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, pension consulting, and educational seminars and workshops
- Assets managed
- $385,513,316
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 149713
- Phone
- (706) 353-2728
Can advise clients in 7 states: Florida, Georgia, Louisiana, North Carolina, South Carolina, Tennessee, Texas
Other planners in Athens that publish fees
- Clark Brown, LLCAthens$300/hr, $27/mo
- Elwood & GoetzAthens$250/hr, $350/mo
- Lanier Financial Group LLCAthens$150-$300/hr, $450
- Vision Financial ConceptsAthens$250-$500/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.