{
  "crd_number": 332251,
  "slug": "elevate-planners-332251",
  "primary_business_name": "ELEVATE PLANNERS",
  "legal_name": "ELEVATE PLANNERS, LLC",
  "dbas": [],
  "city": null,
  "state": null,
  "country": null,
  "cbsa_code": null,
  "metro": null,
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2026-01-12",
  "years_registered": 0,
  "period": "2026-10-01",
  "filing_date": "2025-12-15",
  "carried_forward": false,
  "raum_total": 25946000.0,
  "raum_discretionary": 25946000.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "25m_100m",
  "raum_band_label": "$25 million to $100 million",
  "total_employees": 1,
  "advisory_employees": 1,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "other": {
      "raum": 0.0,
      "count": 0
    },
    "charitable": {
      "raum": 0.0,
      "count": 0
    },
    "individuals": {
      "raum": 5962000.0,
      "count": 32
    },
    "banking_thrift": {
      "raum": 0.0,
      "count": 0
    },
    "state_municipal": {
      "raum": 0.0,
      "count": 0
    },
    "insurance_companies": {
      "raum": 0.0,
      "count": 0
    },
    "investment_companies": {
      "raum": 0.0,
      "count": 0
    },
    "pension_profit_sharing": {
      "raum": 0.0,
      "count": null,
      "fewer_than_5": true
    },
    "other_investment_advisers": {
      "raum": 0.0,
      "count": 0
    },
    "high_net_worth_individuals": {
      "raum": 19984000.0,
      "count": 12
    },
    "pooled_investment_vehicles": {
      "raum": 0.0,
      "count": 0
    },
    "corporations_other_businesses": {
      "raum": 0.0,
      "count": null,
      "fewer_than_5": true
    },
    "business_development_companies": {
      "raum": 0.0,
      "count": 0
    },
    "sovereign_wealth_foreign_official": {
      "raum": 0.0,
      "count": 0
    }
  },
  "compensation_types": [
    "fixed",
    "hourly",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "pension_consulting",
    "portfolio_management_individuals",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": true,
  "disclosure_yes_count": 0,
  "states_registered": [
    "CA",
    "NV",
    "NY",
    "TX"
  ],
  "websites": [
    "https://investwithlukas.com",
    "https://linkedin.com/elevateplanners",
    "https://lvtplanners.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/332251",
  "city_as_filed": null,
  "url": "https://advisorcensus.com/firm/elevate-planners-332251",
  "display_name": "Elevate Planners",
  "summary": "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.",
  "citation": "AdvisorCensus. Elevate Planners (CRD 332251): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Hourly charges",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Pension consulting services",
    "Selection of other advisers (including private fund managers)"
  ],
  "quick_answers": [
    {
      "q": "How is Elevate Planners compensated?",
      "a": "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)."
    },
    {
      "q": "How much does Elevate Planners charge?",
      "a": "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."
    },
    {
      "q": "Is Elevate Planners registered with the SEC or a state?",
      "a": "Elevate Planners is an SEC-registered investment advisory firm, registered since 2026. Status as filed: Approved. CRD 332251."
    },
    {
      "q": "How much does Elevate Planners manage?",
      "a": "Elevate Planners reports $25,946,000 in regulatory assets under management in its Form ADV filing dated December 15, 2025 (100% discretionary)."
    },
    {
      "q": "How have Elevate Planners' assets and staff changed since 2024?",
      "a": "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."
    },
    {
      "q": "What types of clients does Elevate Planners serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (32); high net worth individuals (12)."
    },
    {
      "q": "Does Elevate Planners report any disciplinary disclosures?",
      "a": "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"
    }
  ],
  "filing_history": [
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 0.0,
      "total_employees": 1,
      "filing_date": "2024-08-21"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 25946000.0,
      "total_employees": 1,
      "filing_date": "2025-12-15"
    }
  ],
  "recent_changes": [],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated October 25, 2025",
    "provided_by_the_firm": false,
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": null,
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": null,
    "planning_fees": [
      "Subscription: $2,000 to $30,000 a year (retainer services)",
      "Hourly rate: $400 an hour (addressing a pressing single financial planning component)"
    ],
    "figures": [
      {
        "label": "Planning fee",
        "statements": [
          "Subscription: $2,000 to $30,000 a year (retainer services)"
        ],
        "quotes": [
          "We are paid a fixed fee (aka. “retainer” fee) for this service ranging from $2,000 to $30,000 per year."
        ]
      },
      {
        "label": "Planning fee",
        "statements": [
          "Hourly rate: $400 an hour (addressing a pressing single financial planning component)"
        ],
        "quotes": [
          "our services may be offered on an hourly basis at the rate of $400 per hour."
        ]
      }
    ],
    "values": {
      "tiers": [],
      "range_pct": null,
      "max_pct": null,
      "account_minimum": null,
      "minimum_annual_fee": null,
      "planning": [
        {
          "kind": "subscription",
          "amount": null,
          "min": 2000.0,
          "max": 30000.0,
          "period": "annual",
          "service": "retainer services"
        },
        {
          "kind": "hourly",
          "amount": 400.0,
          "min": null,
          "max": null,
          "period": "hour",
          "service": "addressing a pressing single financial planning component"
        }
      ]
    },
    "quotes": [
      "We are paid a fixed fee (aka. “retainer” fee) for this service ranging from $2,000 to $30,000 per year.",
      "our services may be offered on an hourly basis at the rate of $400 per hour."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [],
  "custodians_note": null,
  "markdown_url": "https://advisorcensus.com/firm/elevate-planners-332251.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 32,
      "fewer_than_5": false,
      "raum": 5962000.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 12,
      "fewer_than_5": false,
      "raum": 19984000.0
    },
    {
      "type": "banking_thrift",
      "label": "Banking or thrift institutions",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "investment_companies",
      "label": "Investment companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "business_development_companies",
      "label": "Business development companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "pooled_investment_vehicles",
      "label": "Pooled investment vehicles (other than investment companies and business development companies)",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": null,
      "fewer_than_5": true,
      "raum": 0.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "state_municipal",
      "label": "State or municipal government entities (including government pension plans)",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "other_investment_advisers",
      "label": "Other investment advisers",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "insurance_companies",
      "label": "Insurance companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "sovereign_wealth_foreign_official",
      "label": "Sovereign wealth funds and foreign official institutions",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": null,
      "fewer_than_5": true,
      "raum": 0.0
    },
    {
      "type": "other",
      "label": "Other",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "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/332251",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}