Antonetti Capital Management
46yrs
Top advisor by experience in St. Petersburg
2yrs
Cole Carson
Financial advisor at Elevate Financial Planning and Wealth Management
Cole Carson has worked in the financial industry for 2 years and is a fiduciary financial advisor based in St. Petersburg, Florida. Cole joined Elevate Financial Planning and Wealth Management in 2025, a firm offering financial planning, investment management, and selecting outside investment managers. Elevate Financial Planning and Wealth Management reports being 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 2025)
How that compares ?More experience than 58% of advisors 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.
Series 65Uniform Investment Adviser Law Examination
Career
- Jun 2025 – nowElevate Financial Planning and Wealth ManagementCurrent firm
Contact Cole
(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
Is this you? Claim your free profile to add a direct line, email, photo, and specialties.
Questions to ask Cole
Tailored to Cole’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
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Cole
How do I contact Cole?
Call Elevate Financial Planning and Wealth Management at (727) 478-8886 and ask for Cole Carson. Cole works from the St. Petersburg, FL office.
How long has Cole been a financial advisor?
Cole has been in the industry since 2025, about 2 years. More experience than 58% of advisors at Elevate Financial Planning and Wealth Management.
What licenses does Cole hold?
Series 65. Tap any license on this page to see what it allows.
Is Cole a fiduciary?
Cole is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Cole paid?
Elevate Financial Planning and Wealth Management reports being paid by a percentage of the assets they manage, flat or fixed fees. Ask Cole 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.
Other advisors nearby
Raymond James & Associates
44yrs
Top 1% by experience in St. Petersburg
Asset Advisory Group
44yrs
Top 1% by experience in St. Petersburg
Raymond James & Associates
44yrs
Top 1% by experience in St. Petersburg
Raymond James & Associates
43yrs
Top 1% by experience in St. Petersburg
Amuni Financial
43yrs
Top advisor by experience at Amuni Financial