Charles Copeland
Elevage Partners · Marsing, Idaho
Charles Copeland is a fee-only financial advisor at Elevage Partners in Marsing, Idaho. Charles focuses on retirement planning, tax planning and estate & legacy planning. Elevage Partners reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Facts
| Firm | Elevage Partners |
|---|---|
| Based in | Marsing, Idaho |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $154.6M across 790 accounts |
| SEC registration | Investment adviser representative in CA · CRD 3046149 |
| Exams passed | Series 65 (2010) |
| Firm size | 8 employees |
| Disclosures | Reported; see the SEC record |
| Website | www.elevagepartners.com |
How Charles's firm compares
- Elevage Partners's average account is about $196,000, from its Form ADV (assets managed divided by 790 accounts).
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Questions about Charles
Is Charles Copeland a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Charles holds no broker registration, and Elevage Partners reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Charles charge for financial advice?
Charles's firm, Elevage Partners, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Charles Copeland based?
Charles Copeland is based in Marsing, Idaho.
What does Charles specialize in?
Charles's specialties include retirement planning, tax planning, estate & legacy planning and small business owners.
Is Charles Copeland registered with the SEC?
Yes. Charles Copeland is registered as an investment adviser representative in CA (CRD 3046149), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.
How much does Elevage Partners manage?
Elevage Partners reports $154.6M across 790 accounts in assets under management.
How do I contact Charles Copeland?
Through Charles's website, www.elevagepartners.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
- Elevage Partners 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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