{
  "crd_number": 329079,
  "slug": "elevate-financial-planning-and-wealth-management-st-petersburg-fl-329079",
  "primary_business_name": "ELEVATE FINANCIAL PLANNING AND WEALTH MANAGEMENT",
  "legal_name": "ELEVATE FINANCIAL PLANNING AND WEALTH MANAGEMENT LLC",
  "dbas": [],
  "city": "St. Petersburg",
  "state": "FL",
  "country": "United States",
  "cbsa_code": "45300",
  "metro": {
    "cbsa_code": "45300",
    "common_name": "Tampa",
    "msa_name": "Tampa-St. Petersburg-Clearwater, FL",
    "path": "/advisors/fl/tampa"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2026-03-06",
  "years_registered": 0,
  "period": "2026-10-01",
  "filing_date": "2026-06-11",
  "carried_forward": false,
  "raum_total": 107110000.0,
  "raum_discretionary": 107110000.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "100m_500m",
  "raum_band_label": "$100 million to $500 million",
  "total_employees": 38,
  "advisory_employees": 36,
  "client_count_bucket": null,
  "clients_by_type": {
    "individuals": {
      "raum": 89025390.0,
      "count": 445
    },
    "high_net_worth_individuals": {
      "raum": 18084610.0,
      "count": 12
    }
  },
  "compensation_types": [
    "fixed",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "portfolio_management_individuals",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 2,
  "states_registered": [
    "AL",
    "AR",
    "AZ",
    "CA",
    "CO",
    "FL",
    "GA",
    "IL",
    "KS",
    "LA",
    "MD",
    "MI",
    "MO",
    "MS",
    "NC",
    "NJ",
    "NY",
    "OH",
    "OK",
    "PA",
    "SC",
    "TN",
    "TX",
    "VA",
    "WA",
    "WV"
  ],
  "websites": [
    "https://elevatefpwm.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/329079",
  "disclosure_items": [
    {
      "item": "11.A(1)",
      "question": "In the past ten years, has the firm or an advisory affiliate been convicted of, or pleaded guilty or no contest to, a felony?"
    },
    {
      "item": "11.A(2)",
      "question": "In the past ten years, has the firm or an advisory affiliate been charged with a felony?"
    }
  ],
  "city_as_filed": "ST. PETERSBURG",
  "url": "https://advisorcensus.com/firm/elevate-financial-planning-and-wealth-management-st-petersburg-fl-329079",
  "display_name": "Elevate Financial Planning and Wealth Management",
  "summary": "Elevate Financial Planning and Wealth Management is an SEC-registered investment advisory firm in St. Petersburg, FL, registered since 2026, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated June 11, 2026.",
  "citation": "AdvisorCensus. Elevate Financial Planning and Wealth Management (CRD 329079): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Selection of other advisers (including private fund managers)"
  ],
  "quick_answers": [
    {
      "q": "How is Elevate Financial Planning and Wealth Management compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Elevate Financial Planning and Wealth Management reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees)."
    },
    {
      "q": "How much does Elevate Financial Planning and Wealth Management charge?",
      "a": "Its Form ADV Part 2A brochure dated March 30, 2026 states: Flat fee: $1,000 to $10,000 (financial planning and consulting services). Fees can differ by service and may be negotiable; the brochure is the complete statement."
    },
    {
      "q": "Where is Elevate Financial Planning and Wealth Management located?",
      "a": "Elevate Financial Planning and Wealth Management's principal office is in St. Petersburg, FL, according to its Form ADV; the July 2026 filing also lists 1 other office (Schedule D, Section 1.F)."
    },
    {
      "q": "Is Elevate Financial Planning and Wealth Management registered with the SEC or a state?",
      "a": "Elevate Financial Planning and Wealth Management is an SEC-registered investment advisory firm, registered since 2026. Status as filed: Approved. CRD 329079."
    },
    {
      "q": "How much does Elevate Financial Planning and Wealth Management manage?",
      "a": "Elevate Financial Planning and Wealth Management reports $107,110,000 in regulatory assets under management in its Form ADV filing dated June 11, 2026 (100% discretionary)."
    },
    {
      "q": "What types of clients does Elevate Financial Planning and Wealth Management serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (445); high net worth individuals (12)."
    },
    {
      "q": "Which custodians does Elevate Financial Planning and Wealth Management use?",
      "a": "Elevate Financial Planning and Wealth Management's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Fidelity Brokerage Services LLC as a custodian holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Elevate Financial Planning and Wealth Management report any disciplinary disclosures?",
      "a": "Reports 2 disclosure items on Form ADV Item 11: yes answers to 11.A(1) (felony conviction or plea in the past ten years) and 11.A(2) (felony charge in the past ten years). Each question covers the firm and its advisory affiliates, and one event can produce several yes answers. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/329079"
    },
    {
      "q": "Does Elevate Financial Planning and Wealth Management state an account minimum?",
      "a": "Its Form ADV Part 2A brochure dated March 30, 2026 says: \"We do not require an annual minimum fee or minimum asset level for investment advisory services.\" \"We do not impose a minimum account size or a minimum annual fee for investment management.\""
    },
    {
      "q": "What changed in Elevate Financial Planning and Wealth Management's recent Form ADV filings?",
      "a": "In the July 2026 filing data: Registered or notice-filed in AZ, KS, MD, MI, MO, NY, OH, WV."
    }
  ],
  "filing_history": [],
  "recent_changes": [
    {
      "period": "2026-07-01",
      "period_label": "July 2026",
      "notes": [
        "Registered or notice-filed in AZ, KS, MD, MI, MO, NY, OH, WV."
      ]
    },
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Newly registered with the SEC.",
        "Changed its office addresses in Chattanooga, TN."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated March 30, 2026",
    "provided_by_the_firm": false,
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": "None",
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": null,
    "planning_fees": [
      "Flat fee: $1,000 to $10,000 (financial planning and consulting services)"
    ],
    "figures": [
      {
        "label": "Account minimum",
        "statements": [
          "Account minimum: None"
        ],
        "quotes": [
          "We do not require an annual minimum fee or minimum asset level for investment advisory services.",
          "We do not impose a minimum account size or a minimum annual fee for investment management."
        ]
      },
      {
        "label": "Planning fee",
        "statements": [
          "Flat fee: $1,000 to $10,000 (financial planning and consulting services)"
        ],
        "quotes": [
          "We charge an initial and, for ongoing services, an annual fixed fee for our financial planning and consulting services. These fees are negotiable but generally range from $1,000 to $10,000 on a fixed fee basis"
        ]
      }
    ],
    "values": {
      "tiers": [],
      "range_pct": null,
      "max_pct": null,
      "account_minimum": 0.0,
      "minimum_annual_fee": null,
      "planning": [
        {
          "kind": "flat",
          "amount": null,
          "min": 1000.0,
          "max": 10000.0,
          "period": "one_time",
          "service": "financial planning and consulting services"
        }
      ]
    },
    "quotes": [
      "We do not require an annual minimum fee or minimum asset level for investment advisory services.",
      "We do not impose a minimum account size or a minimum annual fee for investment management.",
      "We charge an initial and, for ongoing services, an annual fixed fee for our financial planning and consulting services. These fees are negotiable but generally range from $1,000 to $10,000 on a fixed fee basis"
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "Fidelity Brokerage Services LLC",
      "name_as_filed": "FIDELITY BROKERAGE SERVICES LLC",
      "affiliated": false
    }
  ],
  "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.",
  "markdown_url": "https://advisorcensus.com/firm/elevate-financial-planning-and-wealth-management-st-petersburg-fl-329079.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 445,
      "fewer_than_5": false,
      "raum": 89025390.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 12,
      "fewer_than_5": false,
      "raum": 18084610.0
    }
  ],
  "disclosure_line": "Reports 2 disclosure items on Form ADV Item 11.",
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/329079",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}