Firm
Elevated Retirement Financial Services LLC
Madison, Mississippi
Fee-only
Elevated Retirement Financial Services LLC at a glance
- One of 32 fee-only firms based in Mississippi in the Wellspent graph.
- 2 advisors are listed here; all hold the CFP.
- Its Form ADV reports 1 employee and 98 individual clients, 14 of them high net worth.
- Its average account is about $235,000 (assets it manages divided by its 334 accounts).
Facts
| Based in | Madison, Mississippi |
|---|---|
| Website | elevatedretirement.com |
| [email protected] | |
| Phone | (601) 668-8565 |
Elevated Retirement Financial Services LLC fees
What the firm's own website says it charges, checked October 28, 2026. We keep a price only when the exact words stating it appear on the page.
| Asset-based fee | 0.9% a year on the first tier of assets |
|---|---|
| How it charges | Percentage of assets |
In the firm's words
"Up to $500,000 0.9%" source
"We charge an affordable fee for all our services that scales based on the assets we help you manage." source
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 | $78 million |
| Individual clients | 84 |
| High-net-worth clients | 14 |
| Accounts managed | 334 |
| Employees | 1 |
| Planning clients | 101-250 |
| Financial planning | Offered |
| Form ADV filed | January 15, 2026 |
| SEC record | CRD 300106 |