# Kyle Erickson

> Kyle Erickson is a fee-only financial advisor at Elevate Investment Management in Scottsdale, Arizona, who holds the CFA credential. Kyle focuses on estate & legacy planning, tax planning and retirement planning. Elevate Investment Management reports charging a percentage of assets on its Form ADV.

Page: https://find.wellspent.co/advisors/kyle-erickson/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Elevate Investment Management
- **Based in:** Scottsdale, Arizona
- **Fee model (firm's Form ADV):** Percentage of assets
- **Assets under management (firm):** $36.8M across 31 accounts
- **Credentials:** CFA
- **Specialties:** Estate & legacy planning, Tax planning, Retirement planning, Small business owners
- **CRD:** 6205235 (https://adviserinfo.sec.gov/individual/summary/6205235)
- **SEC registration:** Investment adviser representative in AZ
- **Exams passed:** Series 63 (2013)
- **Firm size:** 2 employees
- **Disclosures:** None reported
- **Website:** https://www.elevateim.com

## Frequently asked questions

### Is Kyle Erickson a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Kyle holds no broker registration, and Elevate Investment Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Kyle charge for financial advice?

Kyle's firm, Elevate Investment Management, reports charging a percentage of assets on its SEC Form ADV.

### Where is Kyle Erickson based?

Kyle Erickson is based in Scottsdale, Arizona.

### What does Kyle specialize in?

Kyle's specialties include estate & legacy planning, tax planning, retirement planning and small business owners.

### What credentials does Kyle Erickson hold?

Kyle Erickson holds the CFA credential.

### Is Kyle Erickson registered with the SEC?

Yes. Kyle Erickson is registered as an investment adviser representative in AZ (CRD 6205235), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Elevate Investment Management manage?

Elevate Investment Management reports $36.8M across 31 accounts in assets under management.

### How do I contact Kyle Erickson?

Through Kyle's website, www.elevateim.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/6205235): 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://elevateim.com/): specialties, clients served, and fees, checked October 30, 2026

---

Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.