Gary Stoller
Advisor at Elevate Wealth Advisory, Inc. — Athens, GA
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
Series 65
Experience Industry experience
2 years
Location
Athens, GA 30606
Elevate Wealth Advisory, Inc.
Team
Total advisors
12Clients per advisor
51 TypicalAvg AUM per client
$608,336 LowHNW client ratio
17% LowGary Stoller is a financial advisor at Elevate Wealth Advisory, Inc. in Athens, GA, holding a Series 65 designation with 14 years of industry experience. He previously worked at ETS Financial and Southern Hills Financial. Elevate Wealth Advisory serves high-net-worth individuals, pension plans, and charitable organizations by providing investment management, wealth planning, and retirement plan consulting. The firm uses a customized, asset-class diversified approach with institutional mutual funds and ETFs, managing client portfolios on a non-discretionary basis with ongoing monitoring and regular reviews.
Based on Elevate Wealth Advisory, Inc.
Based on Elevate Wealth Advisory, Inc.
Wealth planning fixed fees range from $1,500 to $10,000; fixed tax preparation fees start at $350.
$0 - $249,999: 1.65% $250,001 - $499,999: 1.55% $500,000 - $999,999: 1.40% $1,000,000 - $1,999,999: 1.30% $2,000,000 - $4,999,999: 1.20% $5,000,000+: 1.05%
$300 per hour for wealth planning; $175 per hour for tax preparation (2 hour minimum).
Account minimum: $250,000 Fee-only: Investment management fees only, no commissions; fees are negotiable.
Athens, GA
2500 Daniells Bridge Rd, Building 200, Suite 2 B
Athens GA 30606
Advisors at this office
12
Georgia
2 years of industry experience
Elevate Wealth Advisory, Inc
2024 - Present • 2 years
Athens, GA
ETS Financial
2020 - 2024 • 4 years
Hoschton, GA
Southern Hills Financial
2010 - 2020 • 10 years
Jefferson, GA
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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