Elevation Wealth LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 17, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee

$2,500⁠-⁠$12,000

“The fee ranges from $2,500 to $12,000 per plan, and is determined by the complexity of the engagement, time involved developing the plan, number of accounts involved, etc.”

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

How Elevation Wealth LLC bills

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

• “Our published fees are negotiable, and we may waive or discount our fees for our associates and their family members, as well as preexisting clients.”
• “Our advisory fees are to be paid by check or draft from US-based financial institutions.”
• “However, an hourly engagement lasting more than one month will be billed at the end of each month for time incurred.”

How Elevation Wealth LLC’s fees compare

• Its flat or project fee of $2,500-$12,000 spans the Pennsylvania median of $3,650. 77% of the 232 other Pennsylvania planners that publish a flat or project fee charge less.

About Elevation Wealth LLC

• Solo practice: one person runs the firm, so you work directly with the planner.
• Credentials named in the brochure: CFP®.
• Registered as an adviser: 2020 (6 years).

Planning areas mentioned in the brochure

• Retirement planning
• Tax planning
• Estate planning
• College planning
• Cash flow and budgeting
• Charitable giving

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

2% a year

Employees

1

Services reported to regulators

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

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

309256

Website

elevationwealth.us (opens in new tab)

Phone

(484) 441-0390

Other planners in Aston that publish fees

• JRM Tax & Wealth Management, LLCAston$250/hr, $1,250
• 100 Plus PlanningCenter Valley$1,000⁠-⁠$6,000
• 10TH Street CapitalPhiladelphia$300/hr, $3,000⁠-⁠$20,000
• 2ND Story Wealth PlannersPlymouth Meeting$400/hr, $3,000⁠-⁠$6,000
• 80 West Asset Management, LLCPittsburgh$250/hr, $2,000/yr
• A Better Way Financial, LLCAllentown$500⁠-⁠$2,399/yr

Compare all 621 planners in Pennsylvania