Michael Reynolds
Elevation Financial · Westfield, Indiana
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.
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Specialties
Who they serve
- Retirees
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 |
| Accepting new clients | Yes |
| Assets under management | $30M across 475 accounts |
| Credentials | AIF · CFP · CFT-I · Chartered SRI Counselor |
| SEC registration | Investment adviser representative in AZ, CA, IL, IN, MA, MI, NC, TX · CRD 6224822 |
| Exams passed | Series 63 (2014) · Series 65 (2018) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | elevationfinancial.com |
| Profile |
How Michael's firm compares
- Ongoing planning starts at $7,200 a year, above the Indiana median of $3,500 for fee-only firms that publish prices.
- Elevation Financial's average account is about $63,000, from its Form ADV (assets managed divided by 475 accounts).
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Questions about Michael
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- XY Planning Network directory listing : XYPN members are fee-only
- Elevation Financial website : specialties, clients served, and fees, checked October 28, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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