Fee-only adviser · Indianapolis, IN
Elevated Financial Group
Elevated Financial Group is a fee-only investment adviser registered with the U.S. Securities and Exchange Commission, with its main office in Indianapolis, Indiana. On its latest Form ADV, filed October 19, 2026, it reports $532M in regulatory assets under management, 690 individual clients and 8 employees who give investment advice. It reports no commission compensation, is not registered as a broker-dealer and does not act as an insurance agent.
Key facts from Form ADV
| Registration | SEC-registered |
|---|---|
| Firm CRD number | 334353 · SEC file 801-131787 |
| Office | 500 E. 96th Street Suite 125 Indianapolis, IN 46240 |
| Phone | (317) 533-7721 |
| Website | www.elevatedfg.com |
| Regulatory assets under management | $532M |
| Individual clients | 557 non-high-net-worth, 133 high-net-worth |
| Financial planning clients | 0 |
| How it charges | Percentage of assets, Hourly, Fixed fee |
| Services | Financial planning, Portfolio management, Pension consulting, Selection of other advisers |
| Employees | 13 |
| Disciplinary disclosures | None reported |
| Latest Form ADV filing | October 19, 2026 |
Source: the firm’s Form ADV Part 1A as published by the SEC’s Investment Adviser Public Disclosure database, data as of November 6, 2026. Figures are self-reported by the firm.
What this means for you
- It offers hourly or fixed-fee arrangements, so you may be able to pay for a plan without handing over your investments.
- It also charges a percentage of assets managed for ongoing investment management.
- Most of its individual clients are not high-net-worth, so it is likely to work with people who are still building assets.
- It provides financial planning services, not only portfolio management.
- It reports no disciplinary history on Form ADV.
Before you hire any adviser
Read the firm’s Form ADV Part 2 brochure on its SEC record: it sets out fees, minimums, conflicts of interest and who will manage your money. Ask whether the firm acts as a fiduciary for all of your accounts, how it is paid in total, and who holds your assets. Our guide to choosing a financial adviser lists the questions to ask.
Other fee-only advisers in Indianapolis
- Bedel Financial Consulting Inc $2.9B
- Sapient Capital LLC $13.8B
- Meridian Investment Advisors, Inc. $628M
- Elser Financial Planning, Inc. $2.1B
- Monon Wealth Management $547M
- Market Street Wealth Management Advisors, LLC $776M
See all 37 fee-only advisers in Indianapolis →
Nearby
- Indianpolis 1 firm
- Carmel 25 firms
- Fishers 12 firms
- Zionsville 3 firms
- Noblesville 2 firms
- Brownsburg 2 firms
- Greenwood 3 firms
- Greenfield 1 firm
Comparing several firms? Tell us what you need and we will suggest fee-only advisers that fit. Work at Elevated Financial Group? Update this listing.