Firm Information

Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
35 advisors
Number of Clients
1,677 clients
Average Client Portfolio
$1.5M average
Assets Under Management
$2.4B

Fee Structure

Financial Plan Fee:$500 - $100,000
Hourly Rate:$65 - $500/hr

Fees are negotiable and may vary. The maximum Program Fee charged by EPWP is 2.11%, including any Solicitor’s Fee. Direct Advisor Program fees can be flat fees (ranging from $500 to over $100,000), hourly rates ($65-$500 per hour), or a percentage of assets under management (0.10% - 1.50%). Clients may be billed directly or authorize EPWP to debit fees from their accounts. A $500 account closing fee may apply upon termination.

Areas of Practice
Investment ManagementRetirement Planning
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Advisor Information

Office location

8000 Norman Center Drive, Suite 630, Minneapolis, MN, 55437

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Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Elevation Point Wealth Partners, LLC
June 2021 - Present · 4 yrs 7 mos
Previous Registrations
Wells Fargo Clearing Services, LLC
January 2017 - July 2021 · 4 yrs 6 mos
Wells Fargo Clearing Services, LLC Broker
October 2016 - July 2021 · 4 yrs 9 mos
Robert W. Baird & CO. Incorporated
December 2008 - January 2010 · 1 yr 1 mo
Robert W. Baird & CO. Incorporated Broker
December 2008 - January 2010 · 1 yr 1 mo
Wachovia Securities, LLC
August 2004 - December 2008 · 4 yrs 4 mos
Wachovia Securities, LLC Broker
July 2003 - December 2008 · 5 yrs 5 mos
Prudential Securities IncorporatedBroker
November 1998 - July 2003 · 4 yrs 8 mos
Smith Barney INC. Broker
October 1997 - October 1998 · 1 yr
Dean Witter Reynolds INC.Broker
December 1994 - June 1995 · 6 mos
Financial West GroupBroker
May 1993 - July 1994 · 1 yr 2 mos
Srm Securities, IncorporatedBroker
November 1986 - May 1993 · 6 yrs 6 mos
Dean Witter Reynolds INC.Broker
April 1983 - September 1984 · 1 yr 5 mos
State Registrations1 state
MN
Advisor
Exams
No exam information available for this advisor.