Clarke Holt
Elevate Wealth Advisory · Athens, Georgia
Clarke Holt is a fee-only financial advisor at Elevate Wealth Advisory in Athens, Georgia. Clarke 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 |
| SEC registration | Investment adviser representative in GA, TX · CRD 3206937 |
| Exams passed | Series 63 (1999) · Series 65 (1999) |
| Firm size | 13 employees |
| Disclosures | None reported |
| Website | elevate-wealth.com |
How Clarke'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 Clarke
Is Clarke Holt a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Clarke 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 Clarke charge for financial advice?
Clarke's firm, Elevate Wealth Advisory, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Clarke Holt based?
Clarke Holt is based in Athens, Georgia.
What does Clarke specialize in?
Clarke's specialties include retirement planning, estate & legacy planning, tax planning and small business owners.
Is Clarke Holt registered with the SEC?
Yes. Clarke Holt is registered as an investment adviser representative in GA and TX (CRD 3206937), 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 Clarke Holt?
Through Clarke'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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