Barry Mendelson
Elevation Wealth Partners · Walnut Creek, California
Barry Mendelson is a fee-only financial advisor at Elevation Wealth Partners in Walnut Creek, California, who holds the CFP credential. Barry 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).
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Who they serve
- Retirees
- Pre-retirees
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 | $670.7M across 1,000 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CA, TX · CRD 2531235 |
| Exams passed | Series 63 (1997) |
| Firm size | 8 employees |
| Disclosures | None reported |
| Website | www.elevationwp.com |
| Profile |
How Barry's firm compares
- Elevation Wealth Partners's average account is about $671,000, from its Form ADV (assets managed divided by 1,000 accounts).
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Questions about Barry
Is Barry Mendelson a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Barry 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 Barry charge for financial advice?
Barry charges a percentage of assets.
How much does Barry 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 Barry Mendelson based?
Barry Mendelson is based in Walnut Creek, California.
What credentials does Barry Mendelson hold?
Barry Mendelson holds the CFP credential.
Is Barry Mendelson registered with the SEC?
Yes. Barry Mendelson is registered as an investment adviser representative in CA and TX (CRD 2531235), 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 Barry Mendelson?
Through Barry's website, www.elevationwp.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : 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
- Elevation Wealth Partners website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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