Elevated Retirement Financial Services
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$63,666,772
Clients
98
Advisors
1
of 1 employees
About
Elevated Retirement Financial Services is an independent registered investment adviser that provides fee-based investment management and comprehensive financial planning to individual clients, high-net-worth individuals, and business clients, including qualified retirement plans. As of December 31, 2025, the firm managed roughly $78.5 million in discretionary client assets and additionally advised on over $8 million of self-directed retirement account assets.
The firm’s investment process is grounded in Modern Portfolio Theory and emphasizes passive portfolio construction using low-cost index mutual funds and exchange-traded funds, with asset allocation set by client-specific investment policy statements and a long-term horizon. Accounts are managed on a discretionary basis and reviewed at least quarterly, and the firm typically implements trades for client accounts on an individual rather than block-trade basis.
Distinctive for an independent adviser of its size, the firm provides advisory and pension consulting services to businesses and participant-directed retirement plans, including platform analysis, investment policy development, participant education, and coordination with a third-party discretionary manager. The brochure also discloses that the adviser’s personnel hold both CFP and CPA credentials and perform limited consulting/bookkeeping work for a not-for-profit, noted as a secondary activity.
Client services
Expertise
Demographic focus
Fee options
$0 - $500,000: 0.90% $500,001 - $1,000,000: 0.80% $1,000,001 - $1,500,000: 0.70% $1,500,001+: 0.40%
Fee-only: Fee-only investment management and financial planning services.
Main office
Madison MS
Advisors at this office
1
Most active in
Louisiana · Mississippi · Texas
Also doing business as
Elevated Retirement Financial Services · Elevated Retirement Financial Services LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
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