Elevation Financial LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$30,000,000
Clients
125
0% high-net-worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
125
Very HighAverage account size
$240,000
About
Elevation Financial provides discretionary portfolio management, financial planning and limited‑scope consulting to individuals, high‑net‑worth clients, and pension/profit‑sharing plans. The firm also offers pension consulting to plan sponsors and, under separate engagement agreements, delivers tax preparation, business bookkeeping and payroll management to advisory clients.
The firm tailors investment advice to each client's objectives and risk tolerance, implementing model portfolios and primarily using mutual funds, ETFs and money market funds, with the option to incorporate socially responsible (ESG) approaches when requested. Service delivery is packaged into three tiers that combine investment management with ongoing planning, account syncing, periodic check‑ins and written financial plans reviewed at least annually.
What distinguishes the firm from many independent solo advisers is the combination of pension consulting and in‑house accounting services provided to clients under separate agreements, a mix that can create referral‑ and conflict‑of‑interest considerations the firm discloses and manages. The firm’s advisory offering is further informed by professional credentials in financial planning and socially responsible investing, which align with its stated use of values‑based portfolio construction.
Client services
Financial planning
Portfolio management
Pension consulting
Expertise
Cash flow / budgeting
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: $250/hour, negotiable
Fee-only: Elements Financial Wellness: $4,800/year for individuals, $6,000/year for couples; Comprehensive Wealth Planning: $7,200/year for individuals, $8,400/year for couples; Fees billed quarterly in arrears and increase 3% annually.
Main office location
Elevation Financial LLC
Westfield IN, United States
Number of offices
1
Most active in
Elevation Financial LLC has reported serving >5 clients in these states in the last 12 months.
Arizona · California · Illinois · Indiana · Massachusetts · Michigan · North Carolina · Texas
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:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
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.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
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.
Forms ADV
Quick links
LinkedIn
Facebook
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Instagram
Website
317-207-0211
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