Jose Colmenarez
Elevate Wealth Advisory · Athens, Georgia
Jose Colmenarez is a fee-only financial advisor at Elevate Wealth Advisory in Athens, Georgia. Jose focuses on retirement planning, estate & legacy planning and tax planning. Elevate Wealth Advisory reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Facts
| Firm | Elevate Wealth Advisory |
|---|---|
| Based in | Athens, Georgia |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $385.5M across 1,706 accounts |
| SEC registration | Investment adviser representative in GA · CRD 8047360 |
| Exams passed | Series 65 (2025) |
| Firm size | 13 employees |
| Disclosures | None reported |
| Website | elevate-wealth.com |
How Jose's firm compares
- Elevate Wealth Advisory's average account is about $226,000, from its Form ADV (assets managed divided by 1,706 accounts).
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Questions about Jose
Is Jose Colmenarez a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Jose holds no broker registration, and Elevate Wealth Advisory reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Jose charge for financial advice?
Jose's firm, Elevate Wealth Advisory, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Jose Colmenarez based?
Jose Colmenarez is based in Athens, Georgia.
What does Jose specialize in?
Jose's specialties include retirement planning, estate & legacy planning, tax planning and small business owners.
Is Jose Colmenarez registered with the SEC?
Yes. Jose Colmenarez is registered as an investment adviser representative in GA (CRD 8047360), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Elevate Wealth Advisory manage?
Elevate Wealth Advisory reports $385.5M across 1,706 accounts in assets under management.
How do I contact Jose Colmenarez?
Through Jose's website, elevate-wealth.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 Advisory 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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