Ellevate Advisors
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$0
Clients
12
0% high-net-worth
Advisors
1
of 5 employees
Firm type
Supported
1-4 advisors or >$200M in AUM
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
12
Very LowAverage account size
$0
About
Ellevate Advisors is a small, state-registered advisory firm that provides ongoing comprehensive financial planning and hourly business coaching to individuals, business owners, and corporate clients. The firm maintains a limited client roster and does not act as a discretionary investment manager or accept custody of client assets.
It delivers planning as an ongoing, retainer-style engagement with periodic reviews and a written plan, and offers hourly coaching sessions that produce operational deliverables such as workflow and meeting templates. Investment recommendations may be made within financial plans, but clients are expected to implement transactions and select custodians themselves.
Notably, Ellevate does not provide portfolio management services, does not charge percentage-of-assets fees, and reported no assets under management as of December 31, 2025—features that are uncommon among similar supported firms. The practice pairs traditional planning topics (retirement, estate, longevity) with exit-planning and faith-oriented advisory credentials, reflecting a focus on business-owner and advisor clients that differs from typical small advisory firms.
Client services
Financial planning
Expertise
General retirement planning
College savings (529s, UTMA, etc.)
General estate planning guidance
Elder care planning
Demographic focus
Women Professionals
Fee options
Hourly Business Coaching fees range from $100 - $2,000 per hour
Fee-only: Ongoing Comprehensive Financial Planning fees: $100 - $2,000 monthly or $300 - $6,000 quarterly; Hourly Business Coaching fees: $100 - $2,000 per hour
Main office location
Ellevate Advisors
Tulsa OK, United States
Number of offices
1
Most active in
Ellevate Advisors has reported serving >5 clients in these states in the last 12 months.
Oklahoma · Texas
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
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.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
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.
Forms ADV
Quick links
Not sure where to start?
We'll help you think it through — whether you ultimately need an advisor or not.
Warmer helps you compare advisors clearly — so you can choose with confidence.
Discover
Compare top advisor firms by metric, firm size, and location.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")