# Lori Powell

> Lori Powell is a fee-only financial advisor at Elevage Partners in Reno, Nevada. Lori focuses on retirement planning, tax planning and estate & legacy planning. Elevage Partners reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

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

## Facts

- **Firm:** Elevage Partners
- **Based in:** Reno, Nevada
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $154.6M across 790 accounts
- **Specialties:** Retirement planning, Tax planning, Estate & legacy planning, Small business owners
- **CRD:** 1620919 (https://adviserinfo.sec.gov/individual/summary/1620919)
- **SEC registration:** Investment adviser representative in CA
- **Exams passed:** Series 63 (1988), Series 65 (2009)
- **Firm size:** 8 employees
- **Disclosures:** None reported
- **Website:** http://www.elevagepartners.com

## Frequently asked questions

### Is Lori Powell a fee-only financial advisor?

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

### How does Lori charge for financial advice?

Lori's firm, Elevage Partners, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Lori Powell based?

Lori Powell is based in Reno, Nevada.

### What does Lori specialize in?

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

### Is Lori Powell registered with the SEC?

Yes. Lori Powell is registered as an investment adviser representative in CA (CRD 1620919), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Elevage Partners manage?

Elevage Partners reports $154.6M across 790 accounts in assets under management.

### How do I contact Lori Powell?

Through Lori's website, www.elevagepartners.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/1620919): 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://elevagepartners.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.