Elevated Financial Group
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$349,314,906
Clients
690
Advisors
7
of 13 employees
About
Elevated Financial Group works with individual and high‑net‑worth households as well as retirement plan sponsors, delivering discretionary portfolio management, financial planning, retirement‑plan advisory and consulting services, and coordination of private or alternative investments. The firm also offers estate‑planning document services via a third‑party digital platform and participates in a federally insured cash management program that places client deposits across insured depositories.
EFG runs client accounts on a discretionary basis, implementing diversified allocations across mutual funds, ETFs, individual bonds and equities and, when appropriate, engaging sub‑advisors or model portfolios. The firm combines fundamental, quantitative and technical analysis with a buy‑and‑hold orientation and periodic rebalancing, and it relies on technology (including AI‑enabled components in its client systems) and formal due diligence of service providers to support oversight.
Distinctive aspects include a seven‑advisor team managing regulatory assets above $500 million, the use of separate flat coordination arrangements for accredited clients who participate in private investments, and a recent firm decision to lower fees for certain active equity strategies. The brochure also discloses a 2025 consent order addressing unregistered advisory activity by firm principals that resulted in civil penalties; the firm reports that matter in its disclosures.
Client services
Expertise
Fee options
Flat fees for private investment coordination from $1,000 to $25,000; estate planning document creation fees $0-$1,000; flat $2,500 for 401k setup and facilitation.
$0+: 0.50% (Tactical & Adaptive ETF Portfolios) $0+: 0.50% (Stock/Active Portfolios) $0+: 0.20% (SMA Portfolios, may incur additional manager fees) $0+: 0.50-1.00% (Options Overlay Strategies)
Hourly financial planning fees range from $350 to $1,000 per hour.
Ongoing financial planning service fees range between $99 to $999 per month, renewed on a 12-month basis.
Fee-only: Fixed fees $500 to $100,000 (one-time), hourly fees $350 to $1,000 per hour, ongoing financial planning service fees $99-$999/month renewed annually.
Main office
500 E. 96th Street, Suite 125
Indianapolis IN 46240
Advisors at this office
7
Most active in
Arizona · California · Colorado · Florida · Georgia · Illinois · Indiana · Iowa · Kentucky · Louisiana · Massachusetts · Michigan · Minnesota · Missouri · Nebraska · New Hampshire · New Jersey · New York · North Carolina · Ohio · Oregon · Pennsylvania · South Carolina · Texas · Virginia · Washington · Wisconsin
Also doing business as
Elevated Financial Group · Elevated Financial Group, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
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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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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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.
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