Firm Information

Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
20 advisors
Number of Clients
1,031 clients
Average Client Portfolio
$420K average
Assets Under Management
$433.0M

Fee Structure

Minimum Investment:$10K
Financial Planning:Included in AUM fee
Financial Plan Fee:$1,500 - $10,000
Hourly Rate:$150 - $500/hr

ECA's advisory fees may not exceed 2.25% of assets under management, with the specific amount depending on the financial advisor and program chosen. Managed Model Portfolios have an ECA administration fee of 0.25-0.75% and a financial advisor fee of 0.00-1.25%. Advisor Directed Managed Accounts have an ECA administration fee of 0.25% and a financial advisor fee of 0.00-1.75%. Self-Directed Brokerage Accounts have an advisory fee of 1.25% and an administrative services fee of 0.70%. Financial planning fees range from $1,500 to $10,000, depending on complexity. Hourly consulting fees range from $150 to $500 per hour.

Areas of Practice
Investment ManagementFinancial Planning & CoachingRetirement PlanningEstate PlanningTax PlanningHigh Net Worth
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Advisor Information

Office location

5200 West 94th Terrace, Suite 208, Prairie, KS, 66207

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Regulatory History (2)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Criminal
September 1988
Final Disposition
Criminal
January 1988
Final Disposition
Other Business ActivitiesSells Insurance

Oakley sells life insurance and fixed annuities and is compensated directly by insurance companies. This activity takes about a full-time commitment of his time.

Employment History
Current Registrations
Elevated Capital Advisors, LLC
February 2017 - Present · 8 yrs 11 mos
Previous Registrations
Global Financial Private Capital, LLC
April 2015 - February 2017 · 1 yr 10 mos
Nylife Securities LLCBroker
April 2014 - January 2015 · 9 mos
State Registrations3 states
KSMOTX
Advisor
Exams
No exam information available for this advisor.