Firm
Elevated Financial Group
Indianapolis, Indiana
Fee-only
Elevated Financial Group at a glance
- One of 147 fee-only firms based in Indiana in the Wellspent graph.
- 6 advisors are listed here; 2 of 6 hold the CFP.
- Its Form ADV reports 13 employees and 690 individual clients, 133 of them high net worth.
- Its average account is about $285,000 (assets it manages divided by its 1,866 accounts).
Fee-only advisors in Indiana · What fee-only advisors charge in Indiana
Facts
| Based in | Indianapolis, Indiana |
|---|---|
| Website | elevatedfg.com |
| Phone | (317) 533-7721 |
Elevated Financial Group fees
Elevated Financial Group doesn't publish its prices on its website, or we couldn't confirm them word for word. Ask for its Form ADV Part 2A, which must describe its fees.
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets · Hourly · Fixed fees |
|---|---|
| Assets managed | $532 million |
| Individual clients | 557 |
| High-net-worth clients | 133 |
| Accounts managed | 1,866 |
| Employees | 13 |
| Planning clients | 0 |
| Registered with | The SEC (801-131787) |
| Financial planning | Offered |
| Form ADV filed | October 19, 2026 |
| SEC record | CRD 334353 |