Lever Wealth Management
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
The firm provides wealth management and financial planning services to individual and high-net-worth clients, offering ongoing and project-based planning alongside discretionary portfolio management. It advises on common taxable and retirement investments including stocks, bonds, mutual funds, and ETFs and incorporates client goals, risk tolerance, and tax considerations into account supervision.
Investment strategies are built around diversified asset allocation and incorporate both fundamental analysis and modern portfolio theory, with the firm willing to use passive and active funds as well as socially responsible screens when requested. The adviser may also engage third‑party outside managers and conducts periodic reviews of allocations and manager selections as part of its ongoing services.
Notably, the firm operates as a solo practitioner and is owner-operated, a structure that is less common among peers in this category. It is a fee‑only adviser that does not charge percentage‑of‑assets‑under‑management fees — an uncommon fee model — and the principal is a CFP® professional who serves as the firm’s chief compliance officer.
Client services
Expertise
Fee options
Fixed fees for Project-Based Financial Planning range from $0 to $10,000; initial financial plan fee up to $1,000; ongoing financial planning monthly fixed fee $400 - $1,000
$300 per hour for Project-Based Financial Planning
Ongoing Financial Planning paid as a monthly fixed fee ranging from $400 - $1,000
Minimum fee: $15,000 - $35,000 annual fee, paid monthly (Wealth Management Fee) Fee-only: Wealth Management fee is a fixed annual fee between $15,000 and $35,000, paid monthly in advance; Financial Planning services offered on fixed fee and/or hourly basis with rates ranging from $0 to $10,000 fixed fee and $300 hourly rate
Main office
Evansville IN
Advisors at this office
1
Most active in
Indiana · Texas
Also doing business as
Lever Wealth Management · Lever 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 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.
Forms ADV
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