Firm
Elevation Financial
Westfield, Indiana
Fee-only
Elevation Financial at a glance
- One of 147 fee-only firms based in Indiana in the Wellspent graph.
- 1 advisor is listed here, who holds the CFP.
- Its Form ADV reports 1 employee and 125 individual clients.
- Its average account is about $63,000 (assets it manages divided by its 475 accounts).
- Its ongoing planning fee starts at $7,200 a year, above the Indiana median of $3,500.
- Its website says it's taking new clients.
- It works with clients virtually as well as in person.
Fee-only advisors in Indiana · What fee-only advisors charge in Indiana
Facts
| Based in | Westfield, Indiana |
|---|---|
| Website | elevationfinancial.com |
| [email protected] | |
| Phone | (317) 207-0211 |
Elevation Financial fees
What the firm's own website says it charges, checked October 28, 2026. We keep a price only when the exact words stating it appear on the page.
| Ongoing planning | From $7,200 a year |
|---|---|
| Account minimum | None |
| How it charges | Percentage of assets · Ongoing planning fee |
In the firm's words
"$7,200/year for individuals" source
"No minimums, no judgment, and no jargon." source
"Starting at 1% annual fee from investments" source
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 | $30 million |
| Individual clients | 125 |
| Accounts managed | 475 |
| Employees | 1 |
| Planning clients | 101-250 |
| Financial planning | Offered |
| Form ADV filed | February 18, 2026 |
| SEC record | CRD 300573 |