Jeffery Powell
Elevage Partners · Reno, Nevada
Jeffery Powell is a fee-only financial advisor at Elevage Partners in Reno, Nevada. Jeffery 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.
Request an introduction to Jeffery →
Specialties
Facts
| Firm | Elevage Partners |
|---|---|
| Based in | Reno, Nevada |
| 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 NV, TX · CRD 1805180 |
| Exams passed | Series 63 (1988) · Series 65 (2004) |
| Firm size | 8 employees |
| Disclosures | Reported; see the SEC record |
| Website | www.elevagepartners.com |
| Profile |
How Jeffery's firm compares
- Elevage Partners's average account is about $196,000, from its Form ADV (assets managed divided by 790 accounts).
Request an introduction to Jeffery
Tell Jeffery a little about what you're looking for. Jeffery isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Jeffery
Is Jeffery Powell a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Jeffery 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 Jeffery charge for financial advice?
Jeffery's firm, Elevage Partners, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Jeffery Powell based?
Jeffery Powell is based in Reno, Nevada.
What does Jeffery specialize in?
Jeffery's specialties include retirement planning, tax planning, estate & legacy planning and small business owners.
Is Jeffery Powell registered with the SEC?
Yes. Jeffery Powell is registered as an investment adviser representative in NV and TX (CRD 1805180), 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 Jeffery Powell?
Through Jeffery'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.
See something wrong? Request a correction. Read our methodology.