EH

Edward Lowell Hildebrand

22 Years of Experience

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

1580 Lincoln Street, Suite 680, Denver, CO, 80203

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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
September 2024 - Present · 1 yr 4 mos
Previous Registrations
Concorde Asset Management, LLC
September 2023 - April 2024 · 7 mos
Concorde Investment Services, LLCBroker
September 2023 - April 2024 · 7 mos
Wedbush Securities INC.
April 2023 - August 2023 · 4 mos
Wedbush Securities INC. Broker
April 2023 - August 2023 · 4 mos
Sanctuary Advisors, LLC
August 2021 - April 2023 · 1 yr 8 mos
Sanctuary Securities, INC.Broker
August 2021 - April 2023 · 1 yr 8 mos
Next Financial Group, INC.
May 2019 - August 2021 · 2 yrs 3 mos
Next Financial Group, INC. Broker
May 2019 - August 2021 · 2 yrs 3 mos
Sowell Management Services
March 2019 - May 2019 · 2 mos
Stephens
August 2017 - December 2018 · 1 yr 4 mos
Stephens Broker
June 2017 - December 2018 · 1 yr 6 mos
Raymond James & Associates, INC.
October 2015 - July 2017 · 1 yr 9 mos
Raymond James & Associates, INC. Broker
October 2015 - July 2017 · 1 yr 9 mos
Next Financial Group, INC. Broker
April 2010 - September 2015 · 5 yrs 5 mos
Next Financial Group, INC.
April 2010 - September 2015 · 5 yrs 5 mos
Charles Schwab & Co., INC.
February 2008 - March 2010 · 2 yrs 1 mo
Charles Schwab & Co., INC. Broker
January 2008 - March 2010 · 2 yrs 2 mos
E*trade Securities LLCBroker
May 2005 - December 2007 · 2 yrs 7 mos
TD Waterhouse Investor Services, INC.
July 2004 - May 2005 · 10 mos
TD Waterhouse Investor Services, INC.Broker
June 2004 - May 2005 · 11 mos
Charles Schwab & Co., INC. Broker
October 2000 - October 2002 · 2 yrs
State Registrations1 state
TX
Advisor
Exams
No exam information available for this advisor.