Elevate Wealth Advisory

Elevate Wealth Advisory at a glance

• One of 307 fee-only firms based in Georgia in the Wellspent graph.
• 12 advisors are listed here; 2 of 12 hold the CFA.
• Its Form ADV reports 13 employees and 613 individual clients, 107 of them high net worth.
• Its average account is about $226,000 (assets it manages divided by its 1,706 accounts).

Fee-only advisors in Georgia · What fee-only advisors charge in Georgia

Facts

Elevate Wealth Advisory fees

Elevate Wealth Advisory 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

Advisors at this firm (12)

• Aspen Townley

• Benjamin Hall

• Brian Rosso

  CFA

• Charles Vickery

  ChFC

• Clarke Holt

• Cynthia Rosso

  CFP

• Deanna Bloom

• Gary Stoller

• Jose Colmenarez

• Joseph Hardeman

• Preston Wilkie

• Robert Fezekas

  CFA