Stephanie Ashley
Elevated Financial Group · Indianapolis, Indiana
Stephanie Ashley is a fee-only financial advisor at Elevated Financial Group in Indianapolis, Indiana. Elevated Financial Group reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Elevated Financial Group |
|---|---|
| Based in | Indianapolis, Indiana |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $532.0M across 1,866 accounts |
| SEC registration | Investment adviser representative in IN · CRD 6735501 |
| Exams passed | Series 63 (2017) · Series 66 (2018) |
| Firm size | 13 employees |
| Disclosures | None reported |
| Website | www.elevatedfg.com |
How Stephanie's firm compares
- Elevated Financial Group's average account is about $285,000, from its Form ADV (assets managed divided by 1,866 accounts).
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Questions about Stephanie
Is Stephanie Ashley a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Stephanie 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 Stephanie charge for financial advice?
Stephanie's firm, Elevated Financial Group, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Stephanie Ashley based?
Stephanie Ashley is based in Indianapolis, Indiana.
Is Stephanie Ashley registered with the SEC?
Yes. Stephanie Ashley is registered as an investment adviser representative in IN (CRD 6735501), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
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 Stephanie Ashley?
Through Stephanie's website, www.elevatedfg.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
- 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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