# Preston Wilkie

> Preston Wilkie is a fee-only financial advisor at Elevate Wealth Advisory in Athens, Georgia. Preston focuses on retirement planning, estate & legacy planning and tax planning. Elevate Wealth Advisory reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

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

## Facts

- **Firm:** Elevate Wealth Advisory
- **Based in:** Athens, Georgia
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $385.5M across 1,706 accounts
- **Specialties:** Retirement planning, Estate & legacy planning, Tax planning, Small business owners
- **CRD:** 7412557 (https://adviserinfo.sec.gov/individual/summary/7412557)
- **SEC registration:** Investment adviser representative in GA
- **Exams passed:** Series 65 (2025)
- **Firm size:** 13 employees
- **Disclosures:** None reported
- **Website:** https://elevate-wealth.com/

## Frequently asked questions

### Is Preston Wilkie a fee-only financial advisor?

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

### How does Preston charge for financial advice?

Preston's firm, Elevate Wealth Advisory, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Preston Wilkie based?

Preston Wilkie is based in Athens, Georgia.

### What does Preston specialize in?

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

### Is Preston Wilkie registered with the SEC?

Yes. Preston Wilkie is registered as an investment adviser representative in GA (CRD 7412557), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Elevate Wealth Advisory manage?

Elevate Wealth Advisory reports $385.5M across 1,706 accounts in assets under management.

### How do I contact Preston Wilkie?

Through Preston's website, elevate-wealth.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/7412557): 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://elevate-wealth.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.