Matthew Miller
Elevate Investment Management · Scottsdale, Arizona
Matthew Miller is a fee-only financial advisor at Elevate Investment Management in Scottsdale, Arizona, who holds the CFA credential. Matthew focuses on estate & legacy planning, tax planning and retirement planning. Elevate Investment Management reports charging a percentage of assets on its Form ADV.
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Specialties
Facts
| Firm | Elevate Investment Management |
|---|---|
| Based in | Scottsdale, Arizona |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $36.8M across 31 accounts |
| Credentials | CFA |
| SEC registration | Investment adviser representative in AZ · CRD 4354910 |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | www.elevateim.com |
| Profile |
How Matthew's firm compares
- Elevate Investment Management's average account is about $1.2 million, from its Form ADV (assets managed divided by 31 accounts).
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Questions about Matthew
Is Matthew Miller a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Matthew 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 Matthew charge for financial advice?
Matthew's firm, Elevate Investment Management, reports charging a percentage of assets on its SEC Form ADV.
Where is Matthew Miller based?
Matthew Miller is based in Scottsdale, Arizona.
What does Matthew specialize in?
Matthew's specialties include estate & legacy planning, tax planning, retirement planning and small business owners.
What credentials does Matthew Miller hold?
Matthew Miller holds the CFA credential.
Is Matthew Miller registered with the SEC?
Yes. Matthew Miller is registered as an investment adviser representative in AZ (CRD 4354910), 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 Matthew Miller?
Through Matthew's website, www.elevateim.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 Investment 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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