# Michael Reynolds

> Michael Reynolds is a fee-only financial advisor at Elevation Financial in Westfield, Indiana, who holds the AIF, CFP and CFT-I credentials. Michael charges a percentage of assets and an ongoing planning fee (ongoing planning from $7,200 a year and no asset minimum) and focuses on sustainable & impact investing, retirement planning and tax planning.

Page: https://find.wellspent.co/advisors/michael-reynolds/
Built from public directory listings; last checked April 21, 2026.

## Facts

- **Firm:** Elevation Financial
- **Based in:** Westfield, Indiana
- **Fee model:** Percentage of assets; Ongoing planning fee
- **Fees (firm's website):** ongoing planning from $7,200 a year; no asset minimum
- **Works virtually:** Yes (firm's website)
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $30M across 475 accounts
- **Credentials:** AIF, CFP, CFT-I, Chartered SRI Counselor
- **Specialties:** Sustainable & impact investing, Retirement planning, Tax planning, Estate & legacy planning
- **Works with:** Retirees
- **CRD:** 6224822 (https://adviserinfo.sec.gov/individual/summary/6224822)
- **SEC registration:** Investment adviser representative in AZ, CA, IL, IN, MA, MI, NC, TX
- **Exams passed:** Series 63 (2014), Series 65 (2018)
- **Firm size:** 1 employee
- **Disclosures:** None reported
- **Website:** https://elevationfinancial.com

## Frequently asked questions

### Is Michael Reynolds a fee-only financial advisor?

Yes. Michael Reynolds is listed in the NAPFA directory (NAPFA admits only fee-only advisors) and the XY Planning Network directory (XYPN members are fee-only). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Michael's firm.

### How does Michael charge for financial advice?

Michael charges a percentage of assets and an ongoing planning fee.

### How much does Michael charge?

According to Elevation Financial's website, checked October 28, 2026: ongoing planning from $7,200 a year; no asset minimum.

### Does Michael work with clients virtually?

Yes. Elevation Financial says on its website that it works with clients remotely.

### Where is Michael Reynolds based?

Michael Reynolds is based in Westfield, Indiana.

### What does Michael specialize in?

Michael's specialties include sustainable & impact investing, retirement planning, tax planning and estate & legacy planning. Michael works with retirees.

### What credentials does Michael Reynolds hold?

Michael Reynolds holds the AIF, CFP, CFT-I and Chartered SRI Counselor credentials.

### Is Michael Reynolds registered with the SEC?

Yes. Michael Reynolds is registered as an investment adviser representative in AZ, CA, IL, IN, MA, MI, NC and TX (CRD 6224822), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.

### How much does Elevation Financial manage?

Elevation Financial reports $30M across 475 accounts in assets under management.

### How do I contact Michael Reynolds?

Through Michael's website, elevationfinancial.com.

## Sources

- NAPFA directory listing (https://www.napfa.org/find-an-advisor/firm/45555): NAPFA admits only fee-only advisors
- XY Planning Network directory listing: XYPN members are fee-only
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 27, 2026
- The firm's website (https://www.elevationfinancial.com/): specialties, clients served, and fees, checked October 28, 2026

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