Jesse Adkins
Investment Adviser Representative at ELEVATE FINANCIAL PLANNING AND WEALTH MANAGEMENT
Registrations & licenses
Approximate fees
Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
| Asset tier | Annual rate |
|---|---|
| ≤ $100,000 | 1.25% |
| $100,001 to $500,000 | 1.15% |
| $500,001 to $2,000,000 | 1.00% |
| $2,000,001 to $5,000,000 | 0.75% |
| $5,000,001 to $10,000,000 | 0.60% |
| >$10,000,001 | 0.50% |
Elevate Financial Planning AND Wealth Management Form ADV Part 2A (Item 5), most recent annual amendment.
Employment history
Registration history as reported to FINRA, most recent first.
Official records & sources
Data as of August 11, 2026 · Source: SEC IAPD & FINRA BrokerCheck
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