Elevation Financial LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$19,015,000
This total excludes 1 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Total clients
117
0% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
117
Average account size
$162,521
About
Elevation Financial provides discretionary portfolio management, financial planning, and limited-scope financial consulting to individuals, high‑net‑worth clients, retirement and profit‑sharing plans, and charitable organizations. The firm’s service menu includes three packaged offerings (Essentials, Elements Financial Wellness, and Comprehensive Wealth Planning) as well as one‑time consulting on topics such as business planning, cash‑flow and debt management, college savings, estate planning, and tax planning.
The firm tailors advice to each client’s objectives and risk tolerance, relying primarily on mutual funds, ETFs and model portfolios and incorporating approaches such as Modern Portfolio Theory and socially responsible/ESG screens when requested. Management is typically discretionary with ongoing monitoring, scheduled reviews and client touchpoints (quarterly check‑ins, account syncing, budget coaching and an annual tax summary for organized tax prep).
Distinctive among peers, Elevation combines advisory services with tax preparation, business bookkeeping and payroll management offered under separate agreements, and it provides pension consulting to employee benefit plans that can include plan‑level advice, fund selection assistance, participant education and performance monitoring. The firm also leverages an institutional custodian platform (including commission‑free trading and integrated tools) and discloses a resolved 2022 consent order relating to registration in Massachusetts.
Client services
Financial planning
Portfolio management
Pension consulting
Fee options
$0 - $250,000: 1.00% $250,001 - $500,000: 0.90% $500,001 - $1,000,000: 0.80% $1,000,001 - $3,000,000: 0.50% $3,000,001+: 0.45%
Financial Consulting services offered at $250/hour (negotiable).
Account minimum: No minimum stated; however, the firm may terminate accounts that fall below a minimum size deemed too small to manage effectively (no specific amount given). Fee-only: Annual fixed fees for Elements Financial Wellness and Comprehensive Wealth Planning packages: $3,600/year (individual), $4,800/year (couples) for Elements; $6,000/year (individual), $7,200/year (couples) for Comprehensive Wealth Planning. Fees increase by 3% annually.
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Main office location
Elevation Financial LLC
Westfield IN, United States
Number of offices
1
Forms ADV
Quick links
LinkedIn
Facebook
X
Instagram
Website
317-207-0211
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