Kevin Barton
Elevate Financial · Scottsdale, Arizona
Kevin Barton is a fee-only financial advisor at Elevate Financial in Scottsdale, Arizona. Elevate Financial reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Elevate Financial |
|---|---|
| Based in | Scottsdale, Arizona |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Accepting new clients | Yes |
| Assets under management | $8.9M across 47 accounts |
| SEC registration | Investment adviser representative in AZ · CRD 3138428 |
| Exams passed | Series 63 (1999) · Series 66 (2012) |
| Firm size | 1 employee |
| Disclosures | Reported; see the SEC record |
| Website | www.elevatefin.com |
| Profile |
How Kevin's firm compares
- Elevate Financial's average account is about $189,000, from its Form ADV (assets managed divided by 47 accounts).
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Questions about Kevin
Is Kevin Barton a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Kevin holds no broker registration, and Elevate Financial reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Kevin charge for financial advice?
Kevin's firm, Elevate Financial, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Kevin Barton based?
Kevin Barton is based in Scottsdale, Arizona.
Is Kevin Barton registered with the SEC?
Yes. Kevin Barton is registered as an investment adviser representative in AZ (CRD 3138428), 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 Elevate Financial manage?
Elevate Financial reports $8.9M across 47 accounts in assets under management.
How do I contact Kevin Barton?
Through Kevin's website, www.elevatefin.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 Financial 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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