Firm
Elevage Partners
Reno, Nevada
Fee-only
Elevage Partners at a glance
- One of 56 fee-only firms based in Nevada in the Wellspent graph.
- 5 advisors are listed here.
- Its Form ADV reports 8 employees and 365 individual clients, 23 of them high net worth.
- Its average account is about $196,000 (assets it manages divided by its 790 accounts).
Fee-only advisors in Nevada · What fee-only advisors charge in Nevada
Facts
| Based in | Reno, Nevada |
|---|---|
| Website | elevagepartners.com |
| [email protected] | |
| Phone | (800) 725-1622 |
Elevage Partners fees
Elevage Partners doesn't publish its prices on its website, or we couldn't confirm them word for word. Ask for its Form ADV Part 2A, which must describe its fees.
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets · Hourly · Fixed fees |
|---|---|
| Assets managed | $155 million |
| Individual clients | 342 |
| High-net-worth clients | 23 |
| Accounts managed | 790 |
| Employees | 8 |
| Planning clients | 101-250 |
| Registered with | The SEC (801-112475) |
| Financial planning | Offered |
| Form ADV filed | March 27, 2026 |
| SEC record | CRD 158386 |