Elevated Asset Management LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed February 16, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee

$1,000⁠-⁠$3,000

“- 7- FIXED FEES Financial Planning Services are offered based on a flat fee between $1,000 to $3,000.”

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

How Elevated Asset Management LLC bills

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

• “Fees are billed quarterly in advance based on the amount of assets managed as of the close of business on the last business day of the previous quarter.”
• “If margin is utilized (margin is not recommended by EAM), the fees will be billed based on the net asset value of the account.”
• “For accounts closed mid-billing period, unearned prepaid fees will be refunded to the Client on a pro-rata basis.”

How Elevated Asset Management LLC’s fees compare

• Its flat or project fee of $1,000-$3,000 is below the Wyoming median of $7,125. None of the 5 other Wyoming planners that publish a flat or project fee charge less.

About Elevated Asset Management LLC

• Principal: Nathan Lundquist
• Solo practice: one person runs the firm, so you work directly with the planner.
• Credentials named in the brochure: CFP®.
• Founded: 2007 (19 years).

Planning areas mentioned in the brochure

• Retirement planning

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

1.4% a year

Clients

121

Employees

1

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, and pension consulting

Assets managed

$39,483,000

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

290067

Phone

(307) 732-3855

Can advise clients in 5 states: Colorado, Idaho, Minnesota, Texas, Wyoming

Other planners in Jackson that publish fees

• Dreyfuss Capital Management LLCJackson$125⁠-⁠$300/hr, $1,000⁠-⁠$15,000
• Reichel Management Company LLCJackson$250/hr
• Copperline Wealth Management & PlanningCody$50⁠-⁠$300/hr
• Elevate Wealth ManagementSheridan$500/hr, $2,500⁠-⁠$10,000
• Gervais Capital Management, LLCWilson$500/hr
• Hale Financial Solutions, LLCAfton$200/hr, $2,400⁠-⁠$3,600/yr

Compare all 7 planners in Jackson