Elevation Financial LLC fees
Financial planner in Westfield, Indiana. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated February 18, 2026, Elevation Financial LLC (Westfield, IN) charges $250 an hour for financial planning.
- Website: elevationfinancial.com (opens in new tab)
- Call (317) 207-0211
- Brochure (PDF) (opens in new tab)
with up to 3 other firms
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed February 18, 2026. Fees can change.
- Hourly rate
- $250/hr
Matches the Indiana median of $250; 29% of the 65 other planners in Indiana that publish an hourly rate charge less. 1 of the 2 other planners in Westfield charges less.
“Financial Consulting services are offered at an hourly rate of $250.”
Read by software from the firm's brochure. Check the brochure (PDF) (opens in new tab) before you hire.
At a glance
- Also charges a % of assets
- Yes
- Minimum
- None stated in the brochure
- Credentials held at the firm
- CFP® professional (opens in new tab)
- Team size
- Solo practice (one employee)
- Registered since
- 2019 (7 years)
How Elevation Financial LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees are negotiable and some fees may vary by Client for similar services.”
- “Fees are based on an Annual Fixed Fee billed quarterly in arrears, based on the below schedule.”
About Elevation Financial LLC
Planning areas mentioned in the brochure
- Estate planning
Firm details from Form ADV
- How the firm is paid
- Hourly fees, flat or fixed fees, and a percentage of assets under management
- Clients
- 125
- Works with
- Individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and pension consulting
- Assets managed
- $30 million
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported on Form ADV as of February 18, 2026
- CRD number
- 300573 (opens in new tab)
- Phone
- (317) 207-0211
Registered in 7 states: Arizona, California, Illinois, Indiana, Massachusetts, Michigan, North Carolina
Other planners in Westfield that publish fees
- Allstreet WealthWestfieldHourly $750/hr
- Perspective Asset Management, LLCWestfieldHourly $125/hr
More planners in Indiana that publish fees
- Tactical Wealth PartnersZionsvilleMonthly $400/mo
- Circle City Wealth Management LLCCarmelFlat $500-$5,000
- Harmony Wealth Management LLCLowellHourly $125/hr, Flat $1,000
- Walter Keenan Wealth ManagementSouth BendHourly $350/hr
- Catalyze Wealth ManagementCarmelAnnual $4,800-$15,000/yr
- The Other 90 Financial, LLCMount VernonHourly $350/hr, Flat $3,600-$9,500
Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.