# Patrick Elliott

> Patrick Elliott is a fee-only financial advisor at Uprise in Knoxville, Tennessee, who holds the CFP credential. Patrick focuses on small business owners. Uprise reports charging hourly fees and fixed fees on its Form ADV.

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

## Facts

- **Firm:** Uprise
- **Based in:** Knoxville, Tennessee
- **Fee model (firm's Form ADV):** Hourly; Fixed fees
- **Credentials:** CFP
- **Specialties:** Small business owners
- **Works with:** Founders
- **CRD:** 4707940 (https://adviserinfo.sec.gov/individual/summary/4707940)
- **SEC registration:** Investment adviser representative in CA, FL, NV, NY, TN
- **Exams passed:** Series 66 (2007)
- **Firm size:** 5 employees
- **Disclosures:** None reported
- **Website:** https://uprise.us/

## Frequently asked questions

### Is Patrick Elliott a fee-only financial advisor?

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

### How does Patrick charge for financial advice?

Patrick's firm, Uprise, reports charging hourly fees and fixed fees on its SEC Form ADV.

### Where is Patrick Elliott based?

Patrick Elliott is based in Knoxville, Tennessee.

### What does Patrick specialize in?

Patrick's specialties include small business owners. Patrick works with founders.

### What credentials does Patrick Elliott hold?

Patrick Elliott holds the CFP credential.

### Is Patrick Elliott registered with the SEC?

Yes. Patrick Elliott is registered as an investment adviser representative in CA, FL, NV, NY and TN (CRD 4707940), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How do I contact Patrick Elliott?

Through Patrick's website, uprise.us.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/4707940): 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://uprise.us/): 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.