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Stephanie Ashley

Elevated Financial Group
9 Years of Experience
Indianapolis, IN
Sells Insurance
View SEC Summary
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Stephanie Ashley is a registered investment advisor at Elevated Financial Group, based in Indianapolis, IN, with 9 years of industry experience. Stephanie operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Estate Planning, Financial Planning & Coaching, High Net Worth, and 5 more. Their firm serves 716 clients with $530M in assets under management.

Elevated Financial Group
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
7 advisors
Number of Clients
716 clients
Average Client Portfolio
$743K average
Assets Under Management
$532.0M

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.75%

Maximum advisory fee does not exceed 1.75%. Specific rates vary by strategy: 0.50% for tactical exchange-traded fund and active stock portfolios, 0.20% for separately managed accounts, and 0.50% to 1.00% for options overlay strategies. Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

500 E 96th Street, Suite 125, Indianapolis, IN, 46240

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History

Regulatory History
Clean regulatory record

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.

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Other Business ActivitiesSells Insurance

Stephanie works as an insurance agent for various carriers, dedicating a few hours per week to this activity. This activity is not investment related.

Employment History
Current Registrations
Elevated Financial Group
May 2025 - Present · 1 yr 5 mos
Previous Registrations
Invst, LLC
May 2023 - June 2025 · 2 yrs 1 mo
Beacon Pointe Advisors, LLC
March 2022 - March 2023 · 1 yr
Commonwealth Financial Network
August 2018 - March 2022 · 3 yrs 7 mos
Commonwealth Financial NetworkBroker
August 2018 - March 2022 · 3 yrs 7 mos
Charles Schwab & CO., INC.
February 2018 - August 2018 · 6 mos
Charles Schwab & CO., INC.Broker
April 2017 - August 2018 · 1 yr 4 mos
State Registrations1 state
IN
Advisor

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
No exam information available for this advisor.
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