Brian Rosso
Elevate Wealth Advisory · Athens, Georgia
Brian Rosso is a fee-only financial advisor at Elevate Wealth Advisory in Athens, Georgia, who holds the CFA credential. Brian focuses on retirement planning, estate & legacy planning and tax planning. Elevate Wealth Advisory reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Facts
| Firm | Elevate Wealth Advisory |
|---|---|
| Based in | Athens, Georgia |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $385.5M across 1,706 accounts |
| Credentials | CFA |
| SEC registration | Investment adviser representative in GA · CRD 6082305 |
| Exams passed | Series 65 (2015) |
| Firm size | 13 employees |
| Disclosures | None reported |
| Website | elevate-wealth.com |
| Profile |
How Brian's firm compares
- Elevate Wealth Advisory's average account is about $226,000, from its Form ADV (assets managed divided by 1,706 accounts).
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Questions about Brian
Is Brian Rosso a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Brian holds no broker registration, and Elevate Wealth Advisory reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Brian charge for financial advice?
Brian's firm, Elevate Wealth Advisory, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Brian Rosso based?
Brian Rosso is based in Athens, Georgia.
What does Brian specialize in?
Brian's specialties include retirement planning, estate & legacy planning, tax planning and small business owners.
What credentials does Brian Rosso hold?
Brian Rosso holds the CFA credential.
Is Brian Rosso registered with the SEC?
Yes. Brian Rosso is registered as an investment adviser representative in GA (CRD 6082305), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Elevate Wealth Advisory manage?
Elevate Wealth Advisory reports $385.5M across 1,706 accounts in assets under management.
How do I contact Brian Rosso?
Through Brian's website, elevate-wealth.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Elevate Wealth Advisory website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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