Elevate Financial Planning and Wealth Management provides financial planning, portfolio management for individuals and small businesses, and selecting other managers. Financial planning was provided to 650 clients last fiscal year.
Elevate Financial Planning and Wealth Management reports 457 clients. They include 445 individual clients and 12 high-net-worth individuals. Of its assets, 100.0% ($107M across 630 accounts) are managed with discretion.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 97% | 83% |
| High-net-worth individuals | 3% | 17% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 445 | $89M | 83.1% | $200K |
| High-net-worth individuals | 12 | $18.1M | 16.9% | $1.51M |
| Total | 457 | $107M | 100% | $234K |
- Clients
- 445
- Regulatory AUM
- $89M
- AUM share
- 83.1%
- Avg. per client
- $200K
- Clients
- 12
- Regulatory AUM
- $18.1M
- AUM share
- 16.9%
- Avg. per client
- $1.51M
Total
- Clients
- 457
- Regulatory AUM
- $107M
- AUM share
- 100%
- Avg. per client
- $234K
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 650
Elevate Financial Planning and Wealth Management is paid through a percentage of assets under management and fixed fees (other than subscription fees). The reviewed brochures do not disclose an asset-based fee rate. Read the SEC-filed brochure. The brochure also prices one other service, listed under fee details.
Fee details and sources
Other fees
- Financial Planning and Consulting
- Financial planning and consulting is a negotiable fixed fee, generally $1,000 to $10,000 a year depending on scope and complexity; the initial fee is due in advance.
Dillon Nemeth owns 25% to 50% of Elevate Financial Planning and Wealth Management. The leadership team of Elevate Financial Planning and Wealth Management includes Chief Compliance Officer Christopher Athens. It has 38 employees, 36 of them in advisory roles.
Leadership
Christopher AthensMember/Manager/Managing Partner/Chief Compliance Officer
Jonathan ColquittMember/Manager/Managing Partner
Dillon NemethMember/Manager/Managing Partner
Investment adviser representatives
47 representatives listed in the SEC register as of 9 October 2026.
Staff
- 38 employees
- 36 in advisory functions
- 36 state-registered reps
- 4 broker-dealer reps
- 35 insurance agents
- Owns 25% to 50% of Elevate Financial Planning and Wealth Management LLC
Dillon Nemeth
Control person · since September 2023
- Owns 25% to 50% of Elevate Financial Planning and Wealth Management LLC
Christopher Athens
Control person · since September 2023
- Owns 25% to 50% of Elevate Financial Planning and Wealth Management LLC
Jonathan Colquitt
Control person · since September 2023
Besides its headquarters, Elevate Financial Planning and Wealth Management has 1 office, with 2 listed addresses in Florida and Tennessee.
Florida · 1 listed address
- 9400 4th Street N, Suite 201, St. PetersburgHQ
Tennessee · 1 listed address
- 1200 Premier DR., Chattanooga
Contact and registration details
- Legal name
- Elevate Financial Planning and Wealth Management LLC
- Headquarters
- 9400 4th Street N, Suite 201, St. Petersburg, FL 33702
- Website
- elevatefpwm.com
- Phone
- 727-478-8886
- SEC file
- 801-135497
- Structure
- Florida LLC
- Fiscal year end
- December
Elevate Financial Planning and Wealth Management uses Fidelity ($105M) as custodian for its separately managed accounts. Elevate Financial Planning and Wealth Management does not have custody of client assets.
- FidelityFidelity Brokerage Services LLC · Smithfield, RI · $105M100%
At year end, Elevate Financial Planning and Wealth Management’s separately managed accounts were mostly in stocks (98%).
What the accounts hold
- Stocks98%
- Funds2%
How many clients does Elevate Financial Planning and Wealth Management have?
Elevate Financial Planning and Wealth Management has 457 clients and manages $107 million for them, as of June 2026. They include 445 individual clients and 12 high-net-worth individuals.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 11 June 2026
What services does Elevate Financial Planning and Wealth Management offer?
Elevate Financial Planning and Wealth Management provides financial planning, portfolio management for individuals and small businesses, and selecting other managers.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
Which custodians does Elevate Financial Planning and Wealth Management use?
Elevate Financial Planning and Wealth Management’s separately managed account assets are held at Fidelity Brokerage Services LLC (Smithfield, RI), with $105M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 11 June 2026
How many financial advisors does Elevate Financial Planning and Wealth Management have?
Elevate Financial Planning and Wealth Management has 36 investment adviser representatives registered with state securities authorities, out of 38 employees, and 36 perform investment advisory functions. 4 employees are registered representatives of a broker-dealer and 35 employees are licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Elevate Financial Planning and Wealth Management invest in?
At the end of its last fiscal year, Elevate Financial Planning and Wealth Management’s separately managed accounts held 98% exchange-traded equities and 2% registered funds (mutual funds, ETFs, BDCs).
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Elevate Financial Planning and Wealth Management?
Elevate Financial Planning and Wealth Management’s direct owners are Dillon Nemeth, Christopher Athens and Jonathan Colquitt, each holding 50% or less.
Source: Form ADV Part 1A, Schedules A and B, filed 11 June 2026
How does Elevate Financial Planning and Wealth Management get paid?
Elevate Financial Planning and Wealth Management is paid through a percentage of assets under management and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Elevate Financial Planning and Wealth Management?
Elevate Financial Planning and Wealth Management’s main office is at 9400 4th Street N, Suite 201, St. Petersburg, FL 33702. Its phone number is 727-478-8886. Its website is elevatefpwm.com.