AdvisorCensus / Financial advisors / Elevate Planners
Elevate Planners is an SEC-registered investment advisory firm, registered since 2026, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated December 15, 2025.
Quick answers
From the filingHow is Elevate Planners compensated?
On its Form ADV (Item 5.E, October 2026), Elevate Planners reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).
How much does Elevate Planners charge?
Its Form ADV Part 2A brochure dated October 25, 2025 states: Subscription: $2,000 to $30,000 a year (retainer services); Hourly rate: $400 an hour (addressing a pressing single financial planning component). Fees can differ by service and may be negotiable; the brochure is the complete statement.
Is Elevate Planners registered with the SEC or a state?
Elevate Planners is an SEC-registered investment advisory firm, registered since 2026. Status as filed: Approved. CRD 332251.
How much does Elevate Planners manage?
Elevate Planners reports $25,946,000 in regulatory assets under management in its Form ADV filing dated December 15, 2025 (100% discretionary).
How have Elevate Planners' assets and staff changed since 2024?
In the Form ADV data for Elevate Planners: Regulatory assets under management: $0 in the October 2024 data and $25,946,000 in the October 2026 data. Total employees: 1 in October 2024 and 1 in October 2026. Assets under management move with markets as well as with clients coming and going.
What types of clients does Elevate Planners serve?
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (32); high net worth individuals (12).
Does Elevate Planners report any disciplinary disclosures?
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/332251
From the Form ADV filing
Every figure below is as the firm filed it with regulators, as of October 2026.
How the firm is compensated
Item 5.E- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ
Fees and minimums
Form ADV Part 2AThe brochure lists different fees for different services or strategies; see the brochure for them.
Subscription: $2,000 to $30,000 a year (retainer services)
The brochure's wording
We are paid a fixed fee (aka. “retainer” fee) for this service ranging from $2,000 to $30,000 per year.
Hourly rate: $400 an hour (addressing a pressing single financial planning component)
The brochure's wording
our services may be offered on an hourly basis at the rate of $400 per hour.
As stated in the firm's Form ADV Part 2A brochure dated October 25, 2025. Fees can differ by service and may be negotiable; the brochure is the complete statement. Read the brochure on the SEC's IAPD site
Regulatory assets under management
Item 5.F$25,946,000 as of October 2026, filing dated December 15, 2025.
A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means
Who the firm serves
Item 5.DA firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.
Advisory services
Item 5.G- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
Registration and firm details
Items 1, 2, 5- Legal name
- Elevate Planners, LLC
- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 2026 (0 years)
- Employees
- Total: 1. Performing investment advisory functions: 1.
- Wrap fee program participation
- Yes.
- States registered or notice-filed
-
4 states or jurisdictions
SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration
Disclosures
Item 11None Reports no disclosure items on Form ADV Item 11. View on IAPD.
Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures
Assets and staff over time
Items 5.A, 5.F| Data period | Assets under management | Employees | Filing dated |
|---|---|---|---|
| October 2026 | $25,946,000 | 1 | December 15, 2025 |
| October 2024 | $0 | 1 | August 21, 2024 |
Regulatory assets under management: $0 in the October 2024 data and $25,946,000 in the October 2026 data.
Total employees: 1 in October 2024 and 1 in October 2026.
As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.
Changes in the filing
Last 12 monthsNo changes to these filed facts in the last 12 months of filing data.
Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.
Websites listed on Form ADV
Item 1.ISource: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."
Cite this page
AdvisorCensus. Elevate Planners (CRD 332251): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/elevate-planners-332251