Elevation Wealth Partners, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$651,226,123
Clients
283
Advisors
6
of 8 employees
About
Elevation Wealth Partners serves individuals, families, high‑net‑worth clients, small businesses, pension and profit‑sharing plans, trusts and estates, providing fee‑only discretionary portfolio management and comprehensive financial planning. The six‑advisor team manages roughly $670 million in client assets and typically constructs diversified portfolios using no‑load mutual funds and ETFs while offering ongoing monitoring and rebalancing.
The firm’s investment approach emphasizes asset allocation and long‑term, academically informed strategies, preparing written Investment Policy Statements tailored to each client’s objectives and risk tolerance. Elevation conducts periodic account reviews, integrates held‑away retirement plans through a third‑party order management system (Pontera), and uses an independent account administrator (Focus Partners) for portfolio administration and reporting.
Notably, Elevation provides more integrated tax and accounting capabilities than many peers: it employs tax specialists and CPAs who offer tax planning, tax preparation, accounting, and bookkeeping services under separate agreements rather than relying solely on external referrals. The firm also subsidizes basic client access to a third‑party estate‑document platform (Wealth.com) and operates strictly on a fee‑only basis without accepting commissions.
Client services
Expertise
Occupation focus
Fee options
$0 - $1,000,000: 1.00% $1,000,001 - $2,000,000: 0.90% $2,000,001 - $5,000,000: 0.70% $5,000,001 - $10,000,000: 0.50% $10,000,001+: 0.35%
Financial planning services offered at $350/hour with a two-hour minimum
Minimum fee: $10,000 annual minimum fee, which may be waived or negotiated Fee-only: Fee-only investment advisory and portfolio management; no commissions or product sales accepted
Main office
200 Pringle Avenue, Suite 400
Walnut Creek CA 94596
Advisors at this office
6
Most active in
Arizona · California · New York · Oregon · Texas
Also doing business as
Elevation Wealth Partners, LLC · Zrc Financial Services, LLC · Zrc 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:
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.
Advisors at this firm
Andrew K
Series 66
Walnut Creek, CA
Elevation Wealth Partners, LLC
Andrew Kirchner is a financial advisor at Elevation Wealth Partners, LLC with nine years of industry experience. He holds the Series 66 designation and has worked at firms including ZRC Wealth Management, Assetmark Financial, Envestnet, and FDx Advisors. Elevation Wealth Partners serves individuals, families, high-net-worth clients, small businesses, pension and profit-sharing plans, trusts, and estates. The firm provides fee-only discretionary portfolio management and comprehensive financial planning, emphasizing asset allocation and long-term, academically informed investment strategies.
Devin H
CFP®, Series 66
Walnut Creek, CA
Elevation Wealth Partners, LLC
Devin Hanson is a CFP® with 10 years of industry experience, currently serving at Elevation Wealth Partners, LLC since 2025. Prior to this, he worked at Wealth Enhancement Brokerage Services and Wealth Enhancement Advisory Services for three years, and Financial Advocates Investment Management for six years. He has held roles at LPL Financial, llc, and John Cordeiro during his career. Elevation Wealth Partners serves individuals, families, high-net-worth clients, small businesses, and various types of plans, offering fee-only discretionary portfolio management and comprehensive financial planning. The firm manages approximately $670 million in assets and focuses on long-term, academically informed investment strategies with integrated tax and accounting services.
Ryan K
CFA®
Walnut Creek, CA
Elevation Wealth Partners, LLC
Ryan Kosakura is a CFA® charterholder with 11 years of industry experience. He has been with ZRC Wealth Management since 2014. Kosakura is based in Walnut Creek, CA, and is part of a six-advisor team at Elevation Wealth Partners, LLC. Elevation Wealth Partners serves individuals, families, high-net-worth clients, small businesses, and institutional accounts by providing fee-only discretionary portfolio management and comprehensive financial planning. The firm emphasizes asset allocation and long-term, academically informed investment strategies, supported by integrated tax and accounting services.
Barry M
CFP®, Series 63
Walnut Creek, CA
Elevation Wealth Partners, LLC
Barry Mendelson is a CFP® with 15 years of industry experience and holds a Series 63 designation. He has worked at Zrc Wealth Management since 2014. Mendelson is currently part of Elevation Wealth Partners, LLC, a six-advisor team based in Walnut Creek, CA. Elevation Wealth Partners provides fee-only discretionary portfolio management and comprehensive financial planning to individuals, families, high-net-worth clients, small businesses, pension and profit-sharing plans, trusts, and estates. The firm emphasizes asset allocation and long-term, academically informed investment strategies while integrating tax and accounting services through in-house specialists.
Samara H
Series 66
Walnut Creek, CA
Elevation Wealth Partners, LLC
Samara Hanson Velloo is a Series 66 licensed financial advisor at Elevation Wealth Partners, LLC with two years of industry experience. Her prior roles include positions at Morgan Stanley, Global Retirement Partners, and LPL Financial. Elevation Wealth Partners is a six-advisor team serving individuals, families, high-net-worth clients, small businesses, pension and profit-sharing plans, trusts, and estates. The firm provides fee-only discretionary portfolio management and comprehensive financial planning, emphasizing long-term, academically informed strategies and integrated tax and accounting services.
Stephen B
CFP®, CFA®
Walnut Creek, CA
Elevation Wealth Partners, LLC
Stephen Block is a CFP® and CFA® with 20 years of experience in the financial industry. He currently works at Elevation Wealth Partners, LLC and previously spent 18 years at Phocas Financial. Elevation Wealth Partners serves individuals, families, and various institutional clients, providing fee-only discretionary portfolio management and comprehensive financial planning. The firm emphasizes asset allocation and long-term, academically informed strategies, integrating tax and accounting services through in-house specialists.
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