# Jonathan Fecko

> Jonathan Fecko is a fee-only financial advisor at Elevate Wealth Management in Littleton, Colorado, who holds the CFP credential. Jonathan 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/jonathan-fecko/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Elevate Wealth Management
- **Based in:** Littleton, Colorado
- **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
- **Specialties:** Tax planning, Estate & legacy planning, Retirement planning
- **CRD:** 6685248 (https://adviserinfo.sec.gov/individual/summary/6685248)
- **SEC registration:** Investment adviser representative in CO, PA, WY
- **Exams passed:** Series 63 (2016)
- **Firm size:** 5 employees
- **Disclosures:** None reported
- **Website:** https://www.elevateasset.com

## Frequently asked questions

### Is Jonathan Fecko a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Jonathan 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 Jonathan charge for financial advice?

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

### Where is Jonathan Fecko based?

Jonathan Fecko is based in Littleton, Colorado.

### What does Jonathan specialize in?

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

### What credentials does Jonathan Fecko hold?

Jonathan Fecko holds the CFP credential.

### Is Jonathan Fecko registered with the SEC?

Yes. Jonathan Fecko is registered as an investment adviser representative in CO, PA and WY (CRD 6685248), 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 Jonathan Fecko?

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

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/6685248): 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.