Patrick Elliott
Uprise · Knoxville, Tennessee
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.
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Specialties
Who they serve
- Founders
Facts
| Firm | Uprise |
|---|---|
| Based in | Knoxville, Tennessee |
| Fee model (firm's Form ADV) | Hourly · Fixed fees |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CA, FL, NV, NY, TN · CRD 4707940 |
| Exams passed | Series 66 (2007) |
| Firm size | 5 employees |
| Disclosures | None reported |
| Website | uprise.us |
| Profile |
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Questions about Patrick
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.
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
- Uprise 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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