# James Shellenberger

> James Shellenberger is a fee-only financial advisor at Elevate Wealth Management in Sheridan, Wyoming, who holds the CFP and CFA credentials. James focuses on tax planning, estate & legacy planning and retirement planning. Elevate Wealth Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/james-shellenberger/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Elevate Wealth Management
- **Based in:** Sheridan, Wyoming
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $320.3M across 638 accounts
- **Credentials:** CFP, CFA
- **Specialties:** Tax planning, Estate & legacy planning, Retirement planning
- **CRD:** 6875140 (https://adviserinfo.sec.gov/individual/summary/6875140)
- **SEC registration:** Investment adviser representative in TX, WY
- **Exams passed:** Series 65 (2017)
- **Firm size:** 5 employees
- **Disclosures:** None reported
- **Website:** https://www.elevateasset.com

## Frequently asked questions

### Is James Shellenberger a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: James holds no broker registration, and Elevate Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does James charge for financial advice?

James's firm, Elevate Wealth Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is James Shellenberger based?

James Shellenberger is based in Sheridan, Wyoming.

### What does James specialize in?

James's specialties include tax planning, estate & legacy planning and retirement planning.

### What credentials does James Shellenberger hold?

James Shellenberger holds the CFP and CFA credentials.

### Is James Shellenberger registered with the SEC?

Yes. James Shellenberger is registered as an investment adviser representative in TX and WY (CRD 6875140), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Elevate Wealth Management manage?

Elevate Wealth Management reports $320.3M across 638 accounts in assets under management.

### How do I contact James Shellenberger?

Through James's website, www.elevateasset.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/6875140): 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
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://www.elevateasset.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.