Elevation Haven Financial
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$9,928,437
Total clients
12
42% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
12
Average account size
$827,370
About
Elevation Haven Financial is a registered investment adviser that serves individual investors, high‑net‑worth clients, companies, and trusts with portfolio management, tax services, real estate advice, and broader financial planning. The firm offers discretionary portfolio management using no‑load mutual funds, ETFs and individual securities, alongside tax advice and individual tax return preparation.
The firm describes a disciplined investment process that emphasizes asset allocation first and fund selection second, maintaining a minimum three‑year decision horizon, seven model portfolio types, and scenario analysis to test downside risks. Portfolios are managed without tax considerations by default, but the firm flags funds it deems inappropriate for taxable investors, offers tax‑efficient alternatives and provides quarterly reports with annual in‑person reviews when possible.
What distinguishes the firm from many peers is the combination of advisory and accounting‑type services—tax return preparation and tax advice are provided directly—which is relatively uncommon among independent advisers. The brochure also presents model or hypothetical performance illustrations, notes that the principal teaches finance courses outside the firm, and states a preference for recommending no‑commission products while reserving commission‑bearing products for limited, disclosed circumstances; the firm is unaffiliated with any broker‑dealer.
Client services
Expertise
Fee options
$0 - $499,999: 1.25% $500,000 - $2,999,999: 1.0% $3,000,000 - $4,999,999: 0.75% $5,000,000 - Up: 0.5%
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, 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.
Forms ADV
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