Patrick Elliott is a CFP-designated registered investment advisor at Uprise Advisers LLC, based in Knoxville, TN, with 17 years of industry experience. Patrick operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 56 clients.
Compensation
Firm Size
IM Fee
Fee Structure
Uprise Advisers offers two financial planning options:
- Option 1: Full financial plan with up to 5 hours of consultation per month for $1,800 per year, billed quarterly at $450.
- Option 2: Full financial plan with up to 5 hours of consultation per month, two 45-minute video calls annually, and additional video calls as needed for $3,200 per year, billed quarterly at $800.
Location
Knoxville, TN
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Regulatory History
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.
Learn about disclosures →Other Business Activities
Patrick owns PKE Inc. DBA Satellite Solutions, a satellite internet sales company, since 2019. He spends minimal time processing payroll weekly.
Employment History
Current Registrations
Uprise Advisers LLC
Previous Registrations
Origin Investment Advisory LLC
Mariner Wealth Advisors
Facet
Creative Planning
USAA Financial Planning Services
Amerivest Investment Management, LLC
American Express Financial Advisors, INC.
State Registrations5 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.