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Dallas, TX 75204
469-731-0071
About Elevated Wealth Advisory
At Elevated Wealth Advisory, we believe financial planning should feel clear, organized, and purposeful-not confusing or reactive.
We are a comprehensive wealth management firm focused on helping clients develop and protect what matters most.
Our approach goes beyond just managing investments. We bring every piece of your financial life together, including:
Investment management
Tax-efficient planning strategies
Estate and legacy planning
Cash flow and retirement planning
Why does this matter? Because most financial mistakes don't happen from one bad decision-they happen when everything isn't working together.
We focus heavily on after-tax outcomes, helping clients avoid "overtipping the IRS" and keep more of what they've worked hard to build.
Our clients often come to us during important transitions-approaching retirement, receiving an inheritance, or simply realizing they want a more organized and proactive plan. What they get is not just advice, but a structured, ongoing strategy designed to adapt as life changes.
See Disclosures
General Information
Firm Start Year
2022
CRD#
6487694
Firm CRD#
23131
Insurance License#
17009388
Name of Broker/Dealer
OSAIC WEALTH, INC
States Licensed in
TX, MA, RI, MI, NY, CT
Years of Experience in Financial Services
10
Number of Years with Current Firm
4
Work with the following types of clients
Businesses, Individual Investors, Widows/ Inheritance Receivers
Advisory Services Provided
Financial Advice & Consulting, Investment Advice & Management, Estate Planning & Trusts, Insurance Products & Annuities, Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Education Funding and Planning, Financial Planning for Individuals, Financial Planning for Businesses
Services
Investment Types
Mutual Funds, Alternative Investments, Exchange Traded Funds (ETFs), Commodities, Insurance, Annuities, Stocks, Bonds
Can meet clients in the following ways
Video Conference, Our Office, Phone
Compliance
Registered Investment Advisor
Yes
Investment Advisor Representative
Yes
Acknowledged fiduciary
Yes
Compliance Disclosures in Last 5 years
I have a clean record
Criminal Disclosures in Last 5 years
I have a clean record
Qualifications & Membership
Securities Licenses
Series 7, Series 6, Series 63, Series 65
Insurance and Annuity Licenses
Variable Life, Long Term Care, Variable Annuity, Life, Annuity, Disability
Firm Information
Total Assets Under Management by Advisor
48,000,000
Compensation and Fees
Fee Structure
Fee-Based
Compensation Methods
Flat Fee, Based on Assets, Commissions
Education
Bachler's Degree in Finance -
Saint Anselm College
08/30/2009 -05/14/2013
Disclosures
RetirementPlanning.net provides referrals to financial professionals. RetirementPlanning.net is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for RetirementPlanning.net to make these referrals, resulting in a conflict of interest.
Additional Detailed Disclosures
https://www.retirementplanning.net/disclosure/1890471/retirementplanning-Elevated-Wealth-Advisory-detailed-disclosure.html
Disclaimer
Securities and investment advisory services offered through Osaic Wealth, Inc. member FINRA/SIPC. Osaic Wealth, Inc. is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth, Inc.
The financial registered representative associated with this site may only discuss and/ or transact securities business with residents of the following states: Texas, New York, Massachusetts, Michigan, Rhode Island, Connecticut and Virginia.