Jonathan Fecko
Elevate Wealth Management · Littleton, Colorado
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.
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Specialties
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 |
| Assets under management | $320.3M across 638 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CO, PA, WY · CRD 6685248 |
| Exams passed | Series 63 (2016) |
| Firm size | 5 employees |
| Disclosures | None reported |
| Website | www.elevateasset.com |
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Questions about Jonathan
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.
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 Management 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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