Ellevate Advisors LLC

Ellevate Advisors LLC at a glance

• One of 64 fee-only firms based in Oklahoma in the Wellspent graph.
• 1 advisor is listed here, who holds the CFP.
• Its Form ADV reports 5 employees.

Fee-only advisors in Oklahoma

Facts

Ellevate Advisors LLC fees

Ellevate Advisors LLC 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 (1)

• Brooklyn Brock

  CEPA · CFP · ChFC