Preston Wilkie
Elevate Wealth Advisory · Athens, Georgia
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.
Request an introduction to Preston →
Specialties
Facts
| Firm | Elevate Wealth Advisory |
|---|---|
| Based in | Athens, Georgia |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $385.5M across 1,706 accounts |
| SEC registration | Investment adviser representative in GA · CRD 7412557 |
| Exams passed | Series 65 (2025) |
| Firm size | 13 employees |
| Disclosures | None reported |
| Website | elevate-wealth.com |
How Preston's firm compares
- Elevate Wealth Advisory's average account is about $226,000, from its Form ADV (assets managed divided by 1,706 accounts).
Request an introduction to Preston
Tell Preston a little about what you're looking for. Preston isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Preston
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.
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 Wealth Advisory 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.
See something wrong? Request a correction. Read our methodology.