Michael Reynolds is a CFP-designated registered investment advisor at Elevation Financial LLC, based in Westfield, IN, with 11 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 125 clients with $30M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.00% |
| $250K - $500K | 0.90% |
| $500K - $1.0M | 0.80% |
| $1.0M - $3.0M | 0.50% |
| $3M+ | 0.45% |
Fees are negotiable and can range from $1,500 to $15,000 annually. At our discretion, we will combine the account values of family members living in the same household to determine the applicable advisory fee.
Fee Estimator
Contact
Michael Reynolds
Location
Westfield, IN
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Michael owns Elevation Financial LLC, an RIA, dedicating about half his time to financial planning and investment management. He is also a partner in Zephyr CMC LLC, a marketing firm, spending a few hours per week overseeing marketing work. Additionally, Michael works as a financial coach for SmartPath, Inc. and is involved with Flat Fee Advisors LLC, dedicating about 10-20% of his time to each.
Employment History
Current Registrations
Elevation Financial LLC
Previous Registrations
Smartpath Advisors
Primerica Advisors
PFS Investments INC.Broker
State Registrations8 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.
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