Elevation Financial LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
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
Expertise
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
Westfield IN
Advisors at this office
1
Most active in
Arizona · California · Illinois · Indiana · Massachusetts · Michigan · North Carolina · Texas
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.
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.
Forms ADV
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