# Andrew Kirchner

> Andrew Kirchner is a fee-only financial advisor at Elevation Wealth Partners in Walnut Creek, California. Andrew charges a percentage of assets (1% a year on the first tier of assets managed and typically works with clients with $1,000,000 or more).

Page: https://find.wellspent.co/advisors/andrew-kirchner/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Elevation Wealth Partners
- **Based in:** Walnut Creek, California
- **Fee model:** Percentage of assets
- **Fees (firm's website):** 1% a year on the first tier of assets managed; typically works with clients with $1,000,000 or more
- **Assets under management (firm):** $670.7M across 1,000 accounts
- **Works with:** Retirees, Pre-retirees
- **CRD:** 6298081 (https://adviserinfo.sec.gov/individual/summary/6298081)
- **SEC registration:** Investment adviser representative in CA
- **Exams passed:** Series 66 (2014)
- **Firm size:** 8 employees
- **Disclosures:** None reported
- **Website:** https://www.elevationwp.com

## Frequently asked questions

### Is Andrew Kirchner a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Andrew holds no broker registration, and Elevation Wealth Partners reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Andrew charge for financial advice?

Andrew charges a percentage of assets.

### How much does Andrew charge?

According to Elevation Wealth Partners's website, checked October 30, 2026: 1% a year on the first tier of assets managed; typically works with clients with $1,000,000 or more.

### Where is Andrew Kirchner based?

Andrew Kirchner is based in Walnut Creek, California.

### Is Andrew Kirchner registered with the SEC?

Yes. Andrew Kirchner is registered as an investment adviser representative in CA (CRD 6298081), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Elevation Wealth Partners manage?

Elevation Wealth Partners reports $670.7M across 1,000 accounts in assets under management.

### How do I contact Andrew Kirchner?

Through Andrew's website, www.elevationwp.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/6298081): the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://elevationwp.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.