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Elevate Financial Planning and Wealth Management have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Elevate Financial Planning and Wealth Management offer?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Which custodians does Elevate Financial Planning and Wealth Management use?","answer":"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","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Elevate Financial Planning and Wealth Management have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Elevate Financial Planning and Wealth Management invest in?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Elevate Financial Planning and Wealth Management?","answer":"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","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Elevate Financial Planning and Wealth Management get paid?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How do I contact Elevate Financial Planning and Wealth Management?","answer":"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.","source":"Form ADV Part 1A, Item 1.F, filed 11 June 2026","sourceRef":{"doc":"adv1","section":"offices"}}],"holdings":null,"notice":"Compiled from public SEC Form ADV filings on the dates in `sources`. Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}