Antonetti Capital Management
46yrs
Top advisor by experience in St. Petersburg
2yrs
Dylan Paskell
Financial advisor at Elevate Financial Planning and Wealth Management
Based in St. Petersburg, Florida, Dylan Paskell is a fiduciary financial advisor with 2 years of industry experience. Dylan has been with Elevate Financial Planning and Wealth Management since 2024; before that, Dylan spent less than a year at Florida Financial Advisors. Elevate Financial Planning and Wealth Management offers financial planning, investment management, and selecting outside investment managers and is paid through a percentage of assets and flat fees.
One of 1442 advisors with offices in St. Petersburg, and one of 1372 fiduciaries.
At a glance
Experience2 years (since 2024)
How that compares ?Top 18% by experience at Elevate Financial Planning and Wealth Management
Office9400 4th Street N Suite 201, St. Petersburg, FL 33702
How the firm is paid ?Percent of assets, Flat fee
Typical client at the firm ?$234,376
Advisors at the firm45
States licensed ?1 state
Services through Elevate Financial Planning and Wealth Management
Financial planningInvestment management for individuals and small businessesChoosing other investment managers
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- Oct 2024 – nowElevate Financial Planning and Wealth ManagementCurrent firm
- Jul 2024 – Sep 2024Florida Financial Advisors, LLCPreviously
Contact Dylan
(727) 478-8886Elevate Financial Planning and Wealth Management main office 9400 4th Street N Suite 201St. Petersburg, FL 33702Office · Get directions Firm websitewww.elevatefpwm.com
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Questions to ask Dylan
Tailored to Dylan’s registration and firm.
- Who on your team supports you, and who reviews the recommendations you make?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Dylan
How do I contact Dylan?
Call Elevate Financial Planning and Wealth Management at (727) 478-8886 and ask for Dylan Paskell. Dylan works from the St. Petersburg, FL office.
How long has Dylan been a financial advisor?
Dylan has been in the industry since 2024, about 2 years. Top 18% by experience at Elevate Financial Planning and Wealth Management.
What licenses does Dylan hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Dylan a fiduciary?
Dylan is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Dylan paid?
Elevate Financial Planning and Wealth Management reports being paid by a percentage of the assets they manage, flat or fixed fees. Ask Dylan for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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