PlannerFees

Elevate Wealth Management fees and pricing

Financial planner in Sheridan, Wyoming. Registered with the SEC.

According to its Form ADV Part 2A brochure dated February 25, 2026, Elevate Wealth Management charges $500 an hour and a flat or project fee of $2,500⁠-⁠$10,000 for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed February 25, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate
$500/hr
“Fixed fee typically range from $2,500 - $10,000 and the maximum hourly fee is $500 per hour.”
Flat or project fee
$2,500⁠-⁠$10,000

From the same sentence as above.

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

How Elevate Wealth Management bills

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

  • “Our annual fee is prorated and charged quarterly in advance based on the value of the Client’s assets under management as of the close of business on the last business day of the previous quarter.”
  • “Accounts initiated or terminated during a calendar quarter will be charged a prorated fee based on the days the Client account was open during that quarter.”
  • “The fee is considered earned upon delivery of the financial plan, and any unpaid amount is immediately due.”

How Elevate Wealth Management’s fees compare

  • Its hourly rate of $500 is above the Wyoming median of $250. 92% of the 12 other Wyoming planners that publish an hourly rate charge less.
  • Its flat or project fee of $2,500-$10,000 spans the Wyoming median of $7,125. 40% of the 5 other Wyoming planners that publish a flat or project fee charge less.

About Elevate Wealth Management

“Our Firm offers a variety of advisory services, which include discretionary investment management, financial planning, consulting services and assets under advisement, independent third-party money management, and retirement services.”
From the firm's description of its advisory business in its Form ADV brochure.
  • Firm size: 5 employees.
  • Credentials named in the brochure: CFP® and CFA.
  • Registered as an adviser: 2025.

Planning areas mentioned in the brochure

  • Retirement planning
  • Tax planning
  • College planning

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% a year
Minimum
$100,000 in assets (stated in brochure)
Clients
269
Employees
5
Works with
Individuals, high net worth individuals, charities, and businesses
Services reported to regulators
Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, and selecting other advisers
Assets managed
$320,272,718
Registered with
U.S. Securities and Exchange Commission
Disciplinary disclosures
None reported
SEC CRD number
336710
Website
elevateasset.com (opens in new tab)
Phone
(307) 461-5550

Can advise clients in 7 states: Colorado, Georgia, Nebraska, Pennsylvania, Texas, Washington, Wyoming

Other planners in Wyoming that publish fees

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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.