ELEVATE WEALTH ADVISORY, INC.
SEC RegisteredWealth advice for your best life.
About the firm
Elevate Wealth Advisory is a fiduciary wealth advisory firm that combines knowledge and experience to help clients grow and align their wealth. The firm grew out of Vickery Financial, a planning firm with a legacy of service in the Athens, Georgia area. They employ a proprietary three-step process — Discover, Plan, Grow — to help clients achieve their financial goals.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Services for individuals include investment planning, retirement planning, tax planning and management, life events planning, financial advice on student loans, estate planning, wealth protection services, and cash flow and budgeting. Services for businesses and non-profits include business owner planning, nonprofit management, and business growth and exit planning.
Who they serve
Individuals, business owners, and non-profits seeking investment planning, retirement planning, tax planning, estate planning, and other financial advisory services.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 506 | $123M |
| High Net Worth Individuals | 107 | $250M |
| Investment Companies | 0 | — |
| Pooled Investment Vehicles | 0 | $0 |
| Pension/Profit Sharing Plans | 0 | $0 |
| Charitable Organizations | 9 | $9.3M |
| State/Municipal Entities | 12 | — |
| Insurance Companies | 0 | — |
| Sovereign Wealth Funds | 0 | — |
| Corporations | 0 | $0 |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
12 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| Less than $250,000 | 1.65% |
| $250,001 to $499,999 | 1.55% |
| $500,000 to $999,999 | 1.40% |
| $1,000,000 to $1,999,999 | 1.30% |
| $2,000,000 to $4,999,999 | 1.20% |
| $5,000,000 and above | 1.05% |
Data as of March 19, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. ELEVATE WEALTH ADVISORY, INC. has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.