# 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.

- CRD: 332251
- Filed as: ELEVATE PLANNERS
- Legal name: Elevate Planners, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Filing period: October 2026
- Form ADV filing dated: December 15, 2025
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/332251
- AdvisorCensus page: https://advisorcensus.com/firm/elevate-planners-332251

## Quick answers

**How 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

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated October 25, 2025)

- Subscription: $2,000 to $30,000 a year (retainer services)

> 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)

> our services may be offered on an hourly basis at the rate of $400 per hour.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Regulatory assets under management (Item 5.F)
- Total: $25,946,000
- Discretionary: $25,946,000
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 32 | $5,962,000 |
| High net worth individuals | 12 | $19,984,000 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | Fewer than 5 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | Fewer than 5 | $0 |
| Other | 0 | $0 |

### 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)

### Firm details
- Registered since: 2026 (0 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: CA, NV, NY, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- investwithlukas.com
- lvtplanners.com
- LinkedIn @elevateplanners

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2024 | $0 | 1 | August 21, 2024 |
| October 2026 | $25,946,000 | 1 | December 15, 2025 |

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.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Elevate Planners (CRD 332251): Form ADV filing data as of October 2026.