Michael Reynolds is a CFP-designated registered investment advisor at Elevation Financial LLC, based in Westfield, IN, with 12 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, Education Planning, Estate Planning, Financial Planning & Coaching, and 6 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 billed quarterly in arrears. Household accounts may be combined to determine breakpoints. Firm also offers bundled annual fixed fee packages ranging from $4,800 to $8,400 per year.
Fee Estimator
Contact
Michael Reynolds
Location
Westfield, IN
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
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.
Exams
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