Firm
Elevation Wealth Partners
Walnut Creek, California
Fee-only
Elevation Wealth Partners at a glance
- One of 1,191 fee-only firms based in California in the Wellspent graph.
- 6 advisors are listed here; 3 of 6 hold the CFP.
- Its Form ADV reports 8 employees and 283 individual clients, 155 of them high net worth.
- Its average account is about $671,000 (assets it manages divided by its 1,000 accounts).
Fee-only advisors in California · What fee-only advisors charge in California
Facts
| Based in | Walnut Creek, California |
|---|---|
| Website | elevationwp.com |
| Phone | (925) 962-5600 |
Elevation Wealth Partners fees
What the firm's own website says it charges, checked October 30, 2026. We keep a price only when the exact words stating it appear on the page.
| Asset-based fee | 1% a year on the first tier of assets |
|---|---|
| How it charges | Percentage of assets |
In the firm's words
"That fee is typically 1.00% a year on the first $1 million of client investments and includes financial planning." source
"For investors nearing retirement, we would expect that they have at least $1,000,000 in investable assets." source
"Our fee is based on the value of your investment portfolio that we manage and covers full wealth management services, including financial planning and investment management." 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 |
|---|---|
| Assets managed | $671 million |
| Individual clients | 128 |
| High-net-worth clients | 155 |
| Accounts managed | 1,000 |
| Employees | 8 |
| Planning clients | 1-10 |
| Registered with | The SEC (801-81152) |
| Financial planning | Offered |
| Form ADV filed | August 26, 2026 |
| SEC record | CRD 123971 |