Firm
Elevate Investment Management
Scottsdale, Arizona
Fee-only
Elevate Investment Management at a glance
- One of 212 fee-only firms based in Arizona in the Wellspent graph.
- 2 advisors are listed here; all hold the CFA.
- Its Form ADV reports 2 employees and 11 individual clients, 9 of them high net worth.
- Its average account is about $1.2 million (assets it manages divided by its 31 accounts).
Fee-only advisors in Arizona · What fee-only advisors charge in Arizona
Facts
| Based in | Scottsdale, Arizona |
|---|---|
| Website | elevateim.com |
| Phone | (480) 916-8620 |
Elevate Investment Management fees
Elevate Investment Management 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 |
|---|---|
| Assets managed | $37 million |
| Individual clients | 2 |
| High-net-worth clients | 9 |
| Accounts managed | 31 |
| Employees | 2 |
| Planning clients | 1-10 |
| Financial planning | Offered |
| Form ADV filed | October 7, 2026 |
| SEC record | CRD 337862 |