PlannerFees

Ellevate Advisors fees and pricing

Financial planner in Tulsa, Oklahoma. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated February 23, 2026, Ellevate Advisors charges $100⁠-⁠$2,000 an hour, a monthly fee of $100⁠-⁠$2,000, and a quarterly fee of $300⁠-⁠$6,000 for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed February 23, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate
$100⁠-⁠$2,000/hr
“Business Coaching Hourly Business Coaching fees range from $100 - $2,000 per hour, depending on complexity.”
Monthly fee
$100⁠-⁠$2,000/mo
“Our Ongoing Financial Planning fees are payable in advance or arrears at a rate of $100 - $2,000 monthly or $300 - $6,000 quarterly.”
Quarterly fee
$300⁠-⁠$6,000/qtr

From the same sentence as above.

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

How Ellevate Advisors bills

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

  • “Payments may be made by electronic funds transfer or check.”
  • “Therefore, the upfront portion of the fee will not be paid more than 6 months in advance.”
  • “Fees for this service may be paid by electronic funds transfer or check.”

How Ellevate Advisors’ fees compare

  • Its hourly rate of $100-$2,000 spans the Oklahoma median of $250. 100% of the 41 other Oklahoma planners that publish an hourly rate charge less.
  • 19 of the 19 other planners in Tulsa that publish an hourly rate charge less.
  • It doesn't charge a percentage of the assets it manages, so its fee won't grow with your portfolio.

About Ellevate Advisors

“Upon engaging our firm for the development of a financial plan, we will work with the client to establish their needs, goals, and objectives which will set the foundation for the financial planning process.”
From the firm's description of its advisory business in its Form ADV brochure.
  • Principal: Brooklyn Brock
  • Firm size: 5 employees.
  • Credentials named in the brochure: CFP® and ChFC®.
  • Registered as an adviser: 2020 (6 years).

Planning areas mentioned in the brochure

  • Retirement planning
  • Estate planning
  • College planning
  • Cash flow and budgeting

Firm details from Form ADV

How the firm is paid
Hourly fees, fixed or flat fees
Charges a % of assets
No
Employees
5
Services reported to regulators
Financial planning
Registered with
State securities regulators
Disciplinary disclosures
None reported
SEC CRD number
307301
Website
ellevateadvisors.com (opens in new tab)
Phone
(628) 777-3553

Other planners in Tulsa that publish fees

Compare all 44 planners in Tulsa

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.