Elevation Investment Consulting fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 31, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee

$500⁠-⁠$2,000

“Should the project not be completed, fees that are charged in advance will be refunded based on the prorated amount of work completed at the point of termination. 5 Item 5 - Fees and Compensation – (continued) Fixed Fee – Financial Planning Elevation also provides financial planning services for clients for fees…”

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

How Elevation Investment Consulting bills

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

• “All clients are billed on a quarterly basis at the beginning of each calendar quarter.”
• “Based upon a client’s preference, these fees can be deducted directly from client accounts or billed separately.”
• “New clients are charged on a daily pro-rata basis based upon the market value upon commencement with Elevation.”

How Elevation Investment Consulting’s fees compare

• Its flat or project fee of $500-$2,000 is below the New York median of $4,500. 12% of the 251 other New York planners that publish a flat or project fee charge less.
• None of the 7 other planners in Rochester that publish a flat or project fee charge less.

About Elevation Investment Consulting

• Solo practice: one person runs the firm, so you work directly with the planner.
• Registered as an adviser: 2019 (7 years).

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

Clients

39

Employees

1

Works with

Individuals, high net worth individuals, and charities

Services reported to regulators

Financial planning and portfolio management for individuals and small businesses

Assets managed

$61,384,901

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

157054

Website

elevationconsulting.com (opens in new tab)

Phone

(585) 454-9506

Other planners in Rochester that publish fees

• About Time Financial PlanningRochester$1,000⁠-⁠$2,000, $700⁠-⁠$3,200/qtr
• AlphansoRochester$1,200⁠-⁠$7,200/yr
• Fiduciary First Advising, LLCRochester$200⁠-⁠$300/hr, $1,500⁠-⁠$12,000/yr
• Highland Wealth Advisory LLCRochester$300/hr, $100⁠-⁠$5,000
• Howe and Rusling, Inc.Rochester$1,500/qtr
• Iconoclastic Capital Management LLCRochester$500⁠-⁠$10,000, $6,000/yr

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