# Jonathan McCarty

> Jonathan McCarty is a fee-only financial advisor at Elevated Financial Group in Indianapolis, Indiana, who holds the CFP credential. Elevated Financial Group reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/jonathan-mccarty/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** Elevated Financial Group
- **Based in:** Indianapolis, Indiana
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $532.0M across 1,866 accounts
- **Credentials:** CFP
- **CRD:** 4811946 (https://adviserinfo.sec.gov/individual/summary/4811946)
- **SEC registration:** Investment adviser representative in IN, TX
- **Exams passed:** Series 63 (2015), Series 65 (2015)
- **Firm size:** 13 employees
- **Disclosures:** Reported; see the SEC record
- **Website:** https://www.elevatedfg.com/

## Frequently asked questions

### Is Jonathan McCarty a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Jonathan holds no broker registration, and Elevated Financial Group reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Jonathan charge for financial advice?

Jonathan's firm, Elevated Financial Group, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Jonathan McCarty based?

Jonathan McCarty is based in Indianapolis, Indiana.

### What credentials does Jonathan McCarty hold?

Jonathan McCarty holds the CFP credential.

### Is Jonathan McCarty registered with the SEC?

Yes. Jonathan McCarty is registered as an investment adviser representative in IN and TX (CRD 4811946), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.

### How much does Elevated Financial Group manage?

Elevated Financial Group reports $532.0M across 1,866 accounts in assets under management.

### How do I contact Jonathan McCarty?

Through Jonathan's website, www.elevatedfg.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/4811946): 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

---

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