Jonathan Mccarty
Jonathan Mccarty is a CFP-designated registered investment advisor at Elevated Financial Group, based in Indianapolis, IN, with 10 years of industry experience. Jonathan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Retirement Planning, and 1 more. Their firm serves 716 clients with $530M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Elevated Financial Group (EFG) manages investments for a fee based on a percentage of the value of your portfolio. The maximum advisory fee will not exceed 1.75%. The specific fee depends on the investment strategy used:
- Tactical & Adaptive ETF Portfolios: 0.50% per year
- Stock/Active Portfolios: 0.75% per year
- SMA Portfolios: 0.20% per year (may incur additional manager fees)
- Options Overlay Strategies: 0.50% - 1.00% per year
Accredited clients participating in private investment strategies will be charged a separate flat fee for EFG's coordination of the investment, ranging from $1,000 to $25,000, in addition to advisory fees.
Location
500 E. 96th Street, Suite 125, Indianapolis, IN, 46240
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Regulatory History (1)
Regulatory
June 2025Other Business ActivitiesSells Insurance
Jonathan is an independent licensed insurance agent.
Employment History
Current Registrations
Elevated Financial Group
Previous Registrations
Invst, LLC
Ameritas Investment CORP.Broker
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.