Elevation Wealth Management
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Elevation Wealth Management advises individuals, high‑net‑worth households, charitable organizations, and employer-sponsored retirement plans, offering discretionary investment management, financial planning (hourly, project, and ongoing), and employee benefit plan consulting under both ERISA 3(21) and 3(38) arrangements. The firm reports roughly $259 million in discretionary assets under management across about 179 client accounts and also assists clients with implemented outside managers and held‑away account services.
The firm primarily practices passive investment management based on modern portfolio theory, using index mutual funds and ETFs for low‑cost, tax‑efficient asset allocation, while also employing fundamental and technical analysis and recommending unaffiliated outside managers for certain mandates. Elevation Wealth serves as the ongoing relationship manager and oversees third‑party managers, and it uses a major custody and platform provider that supplies trading, reporting, and practice‑management support.
Noteworthy distinctions disclosed in the brochure include a material insurance affiliation: several advisors are licensed insurance producers and the firm acknowledges that some advisor compensation may include insurance or annuity commissions, a potential conflict it discloses and seeks to manage. The firm also discloses a family‑linked private investment funded in part by loans from clients and states it will not provide advice on that specific deal; additionally, the adviser team includes multiple CFP certificants and manages a relatively large AUM for a three‑advisor firm founded in 2021.
Client services
Expertise
Fee options
Project-based financial planning fees ranging from $500 to $5,000
$0 - $250,000: 1.50% $250,001 - $500,000: 1.25% $500,001 - $1,000,000: 1.00% $1,000,001 - $3,000,000: 0.85% $3,000,001 - $5,000,000: 0.75% $5,000,001+: 0.65%
$250 per hour for financial planning services
Ongoing financial planning services charged an annual fee ranging from $5,000 to $15,000, billed quarterly in advance
Fee-only: Financial planning services charged hourly at $250/hour; project-based fees range from $500 to $5,000; ongoing financial planning fees range from $5,000 to $15,000 annually
Main office
Eden Prairie MN
Advisors at this office
3
Most active in
Massachusetts · Minnesota · Nebraska · Texas
Also doing business as
Elevation Wealth Management · Elevation Wealth Management, 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 active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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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.
Quick links
Advisors at this firm
Darin B
CFP®, Series 66
Eden Prairie, MN
Elevation Wealth Management
Darin Beckering is a CFP® with 22 years of industry experience, currently serving as an advisor at Elevation Wealth Management. His career includes roles at Halo Investing Insurance Services, Wingman Strategic Partners, Crest Risk Management, and TD Ameritrade. He is also a board member of Avail Academy, a nonprofit organization. Elevation Wealth Management provides investment management and financial planning to individuals, charitable organizations, pension and profit-sharing plans, and businesses. The firm employs a passive investment approach based on Modern Portfolio Theory, supplemented by fundamental and technical analysis, and offers discretionary portfolio management along with employee benefit plan consulting.
Derek B
Series 65, Series 66
Eden Prairie, MN
Elevation Wealth Management
Derek Beiningen is a financial advisor at Elevation Wealth Management with 16 years of industry experience. He holds Series 65 and Series 66 credentials and previously worked for TD Ameritrade Inc. He is also a member of the Mound Fire Department. Elevation Wealth Management provides investment management and financial planning services to individuals, charitable organizations, pension and profit-sharing plans, and businesses. The firm primarily employs a passive investment approach based on Modern Portfolio Theory, using low-cost index funds and ETFs while incorporating fundamental and technical analysis as needed.
Walid E
CFP®, Series 63, Series 66
Eden Prairie, MN
Elevation Wealth Management
Walid Elkhoury is a CFP® professional with 11 years of experience in the financial services industry. He has worked at Elevation Wealth Management since 2022 and previously held roles at Charles Schwab, TD Ameritrade, and Merrill. Outside of his advisory work, Elkhoury serves as President and Vice President of Abington Auto Sales Inc. and Abington Gas Inc., an automotive sales business. Elevation Wealth Management advises individuals, high-net-worth households, charitable organizations, and employer-sponsored retirement plans. The firm employs a primarily passive investment approach using index mutual funds and ETFs, combined with fundamental and technical analysis, and manages approximately $259 million in discretionary assets.
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