Element Wealth Advisors
Element Wealth Advisors is an Atlanta-based fee-based fiduciary wealth management firm serving affluent individuals, families, retirees, and business owners with $500K-$10M in investable assets through personalized financial planning, investment management, and retirement, tax, and estate planning services.
- Company typePrivate
- Founded2005
- HeadquartersAtlanta, United States
- Headcount1–10
- GTM typeB2C
- OfferingServices
What Element Wealth Advisors does
Element Wealth Advisors is a fee-based fiduciary wealth management firm headquartered in Atlanta, Georgia, serving affluent individuals, families, retirees, pre-retirees, and business owners across the United States through a relationship-driven advisory model. The firm targets clients with investable assets typically ranging from $500,000 to $10 million and delivers personalized, goals-based financial planning rather than transactional product sales. Its service mix spans six interrelated core lines — retirement planning, investment management, tax management, estate planning, protection (insurance) planning, and executive compensation guidance — supported by a team of nine professionals holding advanced designations (CFP, CRPC, RICP) with 60+ years of combined experience.
The firm's underlying technology stack is intentionally modest: a client portal with account access, a financial plan dashboard, and a secure document vault, complemented by interactive digital tools including a Financial Planning Quiz, a Tax Smart Assessment tool, an eBooks library, and retirement calculators. There are no proprietary AI or machine-learning capabilities disclosed. The firm's platform backbone is provided through its affiliation with Kestra Financial (under common Kestra Holdings ownership), which supplies securities execution, investment advisory infrastructure, and access to third-party investment managers; an additional strategic partnership with Invesco extends the research and product shelf. Delivery is hybrid — virtual meetings and secure digital tools extend reach nationwide from the single Atlanta office at 800 Mount Vernon Highway NE, Suite 350.
Element Wealth Advisors generates the majority of revenue through recurring Assets Under Management (AUM) fees, typically 0.75% to 1.00% depending on account size, with occasional flat planning fees for specific engagements and limited insurance commissions. The go-to-market motion is sales-led, anchored on a complimentary discovery meeting, a 1-2 week onboarding cycle, and ongoing 2-4 client meetings per year. Marketing channels include content (blog, YouTube, eBooks, SEO), virtual events, and a referral program. In June 2026, the firm was acquired by Bluespring Wealth Partners, LLC, while retaining its existing name, leadership (including Managing Partner Jeremy Reese), and client-first culture — joining a roll-up acquirer with broader operational, strategic, and technology resources.
Element Wealth Advisors firmographics
Firmographics- Name
- Element Wealth Advisors
- Legal name
- Element Wealth Advisors
- Website
- https://elementwealthadvisors.com
- Company type
- Private
- Founded year
- 2005
- Operating status
- Acquired
- Headcount range
- 1–10 employees
- Short description
- Element Wealth Advisors is an Atlanta-based fee-based fiduciary wealth management firm serving affluent individuals, families, retirees, and business owners with $500K-$10M in investable assets through personalized financial planning, investment management, and retirement, tax, and estate planning services.
- Ownership category
- akta.pro rank
Element Wealth Advisors industry classification
Industry- Product category
- Wealth Management
- NAICS
- Portfolio Management and Investment Advice (523940)
- SIC
- Investment Advice (6282)
- akta.pro primary industry
- Financial Planning–Led RIAs (FSAAACAB)
- akta.pro secondary industries
- Financial Planning & Goals-Based Advice (Mass Affluent) (FSAAAAAF), Business Owner & Executive Financial Planning (FSAEAAAO), Registered Investment Advisor (RIA) Wealth Management (FSAEABAA)
Keywords
Where Element Wealth Advisors is headquartered
LocationHeadquarters
- HQ city
- Atlanta
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
Element Wealth Advisors business model
Business model- GTM type
- B2C
- Offering type
- Services
- Cost components
- Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure
Revenue model
- Assets Under Management (AUM) Fees: Primary revenue from percentage of assets under management. Most compensation comes from a percentage of assets managed for clients. Fees typically range from 0.75% to 1.00% of AUM depending on account size.
- Flat Planning Fees: In some cases, the firm may earn flat planning fees for specific financial planning services
- Insurance Commissions: In some cases, the firm may earn insurance commissions where appropriate, though as a fee-based fiduciary firm, advice is built around client best interests
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Subscription | Annual | 0.75% to 1.00% of assets under management |
Go-to-market motion1 record
Distribution channels2 records
Marketing channels6 records
Element Wealth Advisors product offering
Product offeringCore offering
Element Wealth Advisors delivers integrated wealth management and financial planning services to affluent individuals, families, retirees, professionals, and business owners. The firm's core offering consists of six interrelated service lines: Retirement Planning, Investment Management, Tax Management, Estate Planning, Protection Planning, and Executive Compensation, delivered through a team-based, fee-based fiduciary model with ongoing advisory relationships.
Product overview
Element Wealth Advisors operates as a unified financial planning and wealth management advisory firm offering a coordinated suite of services through an integrated approach. The core offering consists of six interrelated service lines: Retirement Planning, Investment Management, Tax Management, Estate Planning, Protection Planning, and Executive Compensation. These services are delivered alongside complementary digital tools including a Client Portal (via Kestra Financial and MyStreetscape platforms), Financial Planning Quiz, Tax Smart Assessment, eBooks Collection, and Retirement Calculators. The firm uses a team-based approach to provide personalized financial guidance to affluent individuals, families, retirees, and business owners, with a focus on fee-based fiduciary advice. Element Wealth Advisors was recently acquired by Bluespring Wealth Partners while maintaining its existing name and leadership, continuing to operate under Kestra Financial's affiliated platform.
Differentiator
Problem solved
Functional benefit
Products and services
- Retirement Planning Customized strategies for consolidating assets and managing retirement income for affluent individuals, families, and pre-retirees. Addresses Roth conversion planning, retirement income strategy, RMD management, Medicare IRMAA surcharges, and concentrated stock planning.
- Investment Management Advisory investment solutions considering risk tolerance, portfolio stability, and tax efficiency, drawing on institutional-level strategies through the Kestra platform and Invesco partnership.
- Executive Compensation Guidance on complex compensation arrangements (equity, RSUs, deferred comp, variable pay) for executives, consultants, and pharmaceutical sales professionals, integrated into long-term financial plans.
- Tax Management Tax-efficient investment and planning strategies developed in collaboration with the client's tax advisor, covering Roth conversions, RMD management, IRMAA mitigation, and tax-aware portfolio construction.
- Protection Planning Insurance protection plans designed to safeguard clients' financial futures, complementing the firm's fiduciary advice model with appropriate insurance solutions.
- Estate Planning Wealth transfer strategies, trust planning, and charitable giving coordination for affluent individuals and families, including tailored solutions for the LGBTQ+ community.
Quantifiable outcome
- Fees typically range from 0.75% to 1.00% of assets under management, competitive for the industry
- +1 more outcomes
Companies that use Element Wealth Advisors
Customer profileNamed customers6 records
Segments5 records
Ideal customer profiles4 records
Element Wealth Advisors technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Feature3 records
Element Wealth Advisors partnerships and signals
Strategic signalPartnerships
Two partnerships are on record, tiered core.
- Bluespring Wealth PartnerscoreAcquired by Bluespring Wealth Partners in June 2026. Bluespring provides operational, strategic, and technology resources while Element retains its existing name, leadership team, and client-first culture. Reflects continued demand for partnership models across the independent wealth management industry.
- Kestra FinancialcoreElement Wealth Advisors is a Kestra Financial-affiliated advisory firm. Securities offered through Kestra Investment Services, LLC, member FINRA/SIPC. Investment advisory services offered through Kestra Advisory Services, LLC. All entities are affiliated through common ownership by Kestra Holdings. The partnership provides access to a nationally regulated advisory platform with professionally managed portfolios and access to third-party investment managers.
Scale indicators3 records
Recent moves6 records
Expansion highlights6 records
Element Wealth Advisors competitors and assessment
Company assessmentDirect peers
- Edelman Financial Engines: Comprehensive financial planning and investment management firm serving mass-affluent to HNW clients. Directly comparable fiduciary planning-led model, AUM-based fees, and focus on retirement and tax planning for affluent households.
- Mercer Advisors: National RIA providing comprehensive wealth planning, investment management, and tax services. Overlaps with Element on holistic planning, fiduciary positioning, and serving retirees and business owners facing liquidity events.
- Mariner Wealth Advisors: Comprehensive wealth management RIA offering financial planning, investment, tax, and estate services to affluent and HNW clients. Similar consolidated-RIA model with advisor acquisition strategy directly comparable to Element's Bluespring affiliation.
- Carson Wealth: Comprehensive wealth management firm with a strong planning-led RIA offering similar service lines (retirement, tax, estate, investment). Comparable client segment ($500K+ households), fiduciary model, and consolidator-style acquisition strategy.
- Buckingham Strategic Wealth: Fee-only RIA delivering evidence-based financial planning and investment management. Acquired by Focus Financial Partners, mirroring Element's Bluespring rollup trajectory and serving a similar mass-affluent to HNW client base.
- Ronald Blue Trust: Fee-only RIA providing comprehensive financial planning, investment management, tax, and estate services. Comparable in service model, fiduciary positioning, and client segment focus (affluent individuals, families, and business owners).
- Ritholtz Wealth Management: Fee-only RIA offering financial planning and investment management to affluent clients. Comparable in scale, service breadth, and fiduciary positioning, with similar reliance on advisor-led relationships and content-driven marketing.
- Allworth Financial: Fee-only fiduciary RIA offering comprehensive financial planning, investment management, and tax services to mass-affluent and high-net-worth clients. Highly comparable in service breadth, fee model (AUM-based), and client segment overlap with Element.
Others
- Kestra Financial: Wealth management platform and broker-dealer through which Element offers securities and advisory services. Functionally comparable as an enabling platform — comparable RIAs operating under Kestra would be direct competitors to Element in the same service network.
Broad incumbents
- Creative Planning: Large national RIA offering comprehensive financial planning and wealth management. Same fee-based fiduciary model and holistic service offering as Element, but at significantly larger scale and broader geographic footprint.
Market position
Strengths4 records
Weaknesses4 records
Competitive moat4 records
Key risks5 records
Key highlights6 records
Customer concentration
Element Wealth Advisors social profiles
Digital presenceElement Wealth Advisors financial estimates
Financial estimateRevenue estimate
Valuation estimate
Element Wealth Advisors leadership team
Management profileNumber of profiles
Profiles9 records
Element Wealth Advisors funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Element Wealth Advisors M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Element Wealth Advisors
What does Element Wealth Advisors do?
Element Wealth Advisors delivers integrated wealth management and financial planning services to affluent individuals, families, retirees, professionals, and business owners. The firm's core offering consists of six interrelated service lines: Retirement Planning, Investment Management, Tax Management, Estate Planning, Protection Planning, and Executive Compensation, delivered through a team-based, fee-based fiduciary model with ongoing advisory relationships.
Is Element Wealth Advisors a public or private company?
Element Wealth Advisors is a private company. It is classified as corporate owned and is currently acquired.
When was Element Wealth Advisors founded?
Element Wealth Advisors was founded in 2005. It employs 1 to 10 people.
Where is Element Wealth Advisors based?
Element Wealth Advisors is headquartered in Atlanta, United States, in the North America region.
How does Element Wealth Advisors make money?
Three revenue lines are on record. Assets Under Management (AUM) Fees are the primary driver. The others are flat Planning Fees and insurance Commissions.
Who are Element Wealth Advisors's main competitors?
Direct peers on record are Edelman Financial Engines, Mercer Advisors, Mariner Wealth Advisors, Carson Wealth, Buckingham Strategic Wealth, Ronald Blue Trust, Ritholtz Wealth Management and Allworth Financial. Kestra Financial is listed as an others. Creative Planning is listed as a broad incumbent.
Does Element Wealth Advisors have an API?
No public API is recorded for Element Wealth Advisors.
What industry is Element Wealth Advisors in?
Element Wealth Advisors's product category is Wealth Management. Its primary akta.pro industry code is FSAAACAB, Financial Planning–Led RIAs, with a secondary code of FSAAAAAF, Financial Planning & Goals-Based Advice (Mass Affluent). Its NAICS code is 523940 and its SIC code is 6282.