Stephen Block
Elevation Wealth Partners · Walnut Creek, California
Stephen Block is a fee-only financial advisor at Elevation Wealth Partners in Walnut Creek, California, who holds the CFP and CFA credentials. Stephen 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 · CFA |
| SEC registration | Investment adviser representative in CA · CRD 4584035 |
| Firm size | 8 employees |
| Disclosures | None reported |
| Website | www.elevationwp.com |
| Profile |
How Stephen'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 Stephen
Is Stephen Block a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Stephen 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 Stephen charge for financial advice?
Stephen charges a percentage of assets.
How much does Stephen 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 Stephen Block based?
Stephen Block is based in Walnut Creek, California.
What credentials does Stephen Block hold?
Stephen Block holds the CFP and CFA credentials.
Is Stephen Block registered with the SEC?
Yes. Stephen Block is registered as an investment adviser representative in CA (CRD 4584035), 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 Stephen Block?
Through Stephen'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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