Elevated Financial Group fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed July 20, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$350⁠-⁠$1,000/hr

“Hourly fees range between $350 to $1,000/ hour.”

Flat or project fee

$1,000⁠-⁠$25,000

“Flat fees range from $1,000-$25,000 and are in addition to advisory fees.”

Monthly fee

$99⁠-⁠$999/mo

“On-going financial planning service fees range between $99$999/ month and are renewed on a 12-month basis.”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Elevated Financial Group bills

Payment and refund terms, quoted from the fee section of the brochure.

• “Fees will be calculated as a percentage of assets under management (AUM) based on the average daily balance of account(s) and deducted from Client account(s) in arrears on a monthly basis.”
• “The fee is negotiable based on the size, complexity, and number of the account(s) managed.”
• “Options Overlay Strategies: 50-100 bps The fee is calculated and collected monthly in arrears, meaning the Firm collects the management fee at the end of each calendar month.”

How Elevated Financial Group’s fees compare

• Its hourly rate of $350-$1,000 is above the Indiana median of $250. 99% of the 119 other Indiana planners that publish an hourly rate charge less.
• 30 of the 30 other planners in Indianapolis that publish an hourly rate charge less.
• Its flat or project fee of $1,000-$25,000 spans the Indiana median of $5,000. 95% of the 84 other Indiana planners that publish a flat or project fee charge less.
• 18 of the 18 other planners in Indianapolis that publish a flat or project fee charge less.

About Elevated Financial Group

• Firm size: 13 employees.
• Registered as an adviser: 2025.

Firm details from Form ADV

How the firm is paid

Hourly fees, fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

1.75% a year

Clients

690

Employees

13

Works with

Individuals, high net worth individuals, pension and profit sharing plans, and businesses

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, pension consulting, and selecting other advisers

Assets managed

$531,978,537

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

334353

Website

elevatedfg.com (opens in new tab)

Phone

(317) 533-7721

Can advise clients in 27 states: Arizona, California, Colorado, Florida, Georgia, Iowa, Illinois, Indiana, Kentucky, Louisiana, Massachusetts, Michigan, Minnesota, Missouri, North Carolina, Nebraska, New Hampshire, New Jersey, New York, Ohio, Oregon, Pennsylvania, South Carolina, Texas, Virginia, Washington, Wisconsin

Other planners in Indianapolis that publish fees

• Abound Wealth StrategiesIndianapolis$720⁠-⁠$25,000
• An Exceptional Life Financial, LLCIndianapolis$300/hr, $1,500⁠-⁠$6,000
• Blackwood Investment Group, LLCIndianapolis$250/hr, $59⁠-⁠$199/mo
• Blend WealthIndianapolis$1,541/mo
• C.r. Retirement Strategies, LLCIndianapolis$200⁠-⁠$500/hr, $2,500⁠-⁠$15,000
• CFG Wealth Management Services IncIndianapolis$250/hr

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