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

525 Okeechobee Blvd, Suite 1500, West Palm Beach, FL, 33401

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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 2025 - Present · 4 mos
Purshe Kaplan Sterling InvestmentsBroker
September 2025 - Present · 4 mos
Previous Registrations
UBS Financial Services INC.
September 2010 - October 2025 · 15 yrs 1 mo
UBS Financial Services INC. Broker
September 2010 - October 2025 · 15 yrs 1 mo
Merrill Lynch, Pierce, Fenner & Smith Incorporated
December 2001 - October 2010 · 8 yrs 10 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated Broker
December 2001 - October 2010 · 8 yrs 10 mos
State Registrations15 states
AZCACOCTDEFLGAILNCNJNYOHSCTXVA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.