Clayton Earle
Elevate Wealth Group · San Francisco, California
Clayton Earle is a fee-only financial advisor at Elevate Wealth Group in San Francisco, California. Clayton focuses on small business owners, estate & legacy planning and family wealth transfer. Elevate Wealth Group reports charging a percentage of assets and fixed fees on its Form ADV.
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Specialties
Who they serve
- Multi-generational families
Facts
| Firm | Elevate Wealth Group |
|---|---|
| Based in | San Francisco, California |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Accepting new clients | Yes |
| Assets under management | $12.3M across 96 accounts |
| SEC registration | Investment adviser representative in CA, TX · CRD 1987535 |
| Exams passed | Series 63 (1994) · Series 65 (2017) · Series 66 (2006) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.elevatewealthgroup.com |
How Clayton's firm compares
- Elevate Wealth Group's average account is about $128,000, from its Form ADV (assets managed divided by 96 accounts).
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Questions about Clayton
Is Clayton Earle a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Clayton holds no broker registration, and Elevate Wealth Group reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Clayton charge for financial advice?
Clayton's firm, Elevate Wealth Group, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Clayton Earle based?
Clayton Earle is based in San Francisco, California.
What does Clayton specialize in?
Clayton's specialties include small business owners, estate & legacy planning, family wealth transfer, retirement planning and equity compensation. Clayton works with multi-generational families.
Is Clayton Earle registered with the SEC?
Yes. Clayton Earle is registered as an investment adviser representative in CA and TX (CRD 1987535), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Elevate Wealth Group manage?
Elevate Wealth Group reports $12.3M across 96 accounts in assets under management.
How do I contact Clayton Earle?
Through Clayton's website, www.elevatewealthgroup.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 Group 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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