Zebadiah T. Elliott
Investment adviser representative at Retirewise Tax and Wealth Advisors, Inc.
15 yearsExperience
1 stateRegistered in
$242.9MFirm assets
2 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
15 years in the industry.
- Retirewise Tax and Wealth Advisors, Inc.Aug 2025 to now
- Retirewise, Inc.Sep 2025 to Dec 2025
- Bettis Asphalt & Construction, Inc.Jan 2019 to Jul 2025
- Sink, Gordon & Associates LLPJan 2011 to Dec 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 1 state (KS).
Retirewise Tax and Wealth Advisors, Inc.
$242.9MAssets managed
294Clients
8Advisers
2 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 8144326
- Firm CRD
- 284394