Elevation Financial Partners, LLC

Financial planning in Westerville, OH

State registeredNo commissions reported

Call (614) 888-2222 Send a message Map ↗

Public-record details

Address: 240 S State St, Westerville, OH 43081
Phone: (614) 888-2222
Listed under: Financial planning, % of assets managed
CRD number: 120906
Registration: State registered: OH
Compensation (Form ADV 5.E): Percentage of assets under management
Commissions: None reported (Form ADV Item 5.E)
Services (Form ADV 5.G): Financial planning; Portfolio management for individuals/small businesses; Educational seminars/workshops
Regulatory assets under management: $58.7 million
Accounts managed: 206
Clients reported (Form ADV 5.D): 206
Individual / high-net-worth clients: 206 / 0
Employees: 3
Other business activities (Form ADV 6.A): None reported
Disclosures reported on Form ADV: None reported
Latest Form ADV filing: 2026-03-19

State registered (OH) investment adviser, CRD 120906, per the SEC IAPD compilation report of 2026-09-29. Source: SEC Investment Adviser Public Disclosure (IAPD) (record). Data as of 2026-09-30.

Read the official record

SEC IAPD summary for CRD 120906 — registration, Form ADV, the Part 2 brochure (fees, conflicts, minimums).
FINRA BrokerCheck — look up the individual advisers at this firm.
Firm website (as listed on Form ADV)

Figures are what the firm reported on Form ADV Part 1A. “No commissions reported” means the firm did not check commissions as a form of compensation in Item 5.E; check Item 6.A activities and the Part 2 brochure for other conflicts. We do not rate or rank advisers.

All figures are self-reported by the firm on Form ADV Part 1A. The firm's Part 2A brochure (linked from IAPD) explains its fees, minimums and conflicts of interest in plain language — read it before you sign.

Other advisers in Westerville

Arseneau Financial240 S State St., We12 · Westerville, OH 43081 · (740) 833-6913 · Financial planningCRD 326865 · % of assets, Hourly charges, Fixed fees · $42.3 million AUMState registeredNo commissions reported Buckeye Wealth Management LLC155 Commerce Park Drive, Suite 2 · Westerville, OH 43082 · (614) 839-2090 · Financial planningCRD 143638 · % of assets · $72.1 million AUMState registeredNo commissions reported Eastwind Capital Wealth Management921 Eastwind Drive, Suite 101 · Westerville, OH 43081 · (614) 888-2230 · Hourly feesCRD 146957 · % of assets, Hourly charges · $94.5 million AUMState registeredNo commissions reported Fc Wealth Solutions LLC579 Executive Campus Drive Suite 230 · Westerville, OH 43082 · (614) 212-1015 · Financial planningCRD 286381 · % of assets, Fixed fees · $101.0 million AUMSEC registeredNo commissions reported Harding Financial Group608 Office Parkway Suite a · Westerville, OH 43082 · (614) 515-4722 · Financial planningCRD 135731 · % of assets, Hourly charges, Fixed fees · $160.2 million AUMSEC registeredNo commissions reported Jericho Financial38-A Commerce Park Drive · Westerville, OH 43082 · (614) 948-0039 · Financial planningCRD 288801 · % of assets, Hourly charges, Fixed fees · $220.0 million AUMSEC registeredNo commissions reported Peters Wealth Group470 Olde Worthington Road, #200 · Westerville, OH 43082 · (614) 865-2111 · Financial planningCRD 316813 · % of assets, Hourly charges, Fixed fees · $48.7 million AUMState registeredNo commissions reported Polaris Financial Partners, LLC470 Olde Worthington Road Suite 450 · Westerville, OH 43082 · (614) 901-3400 · Financial planningCRD 299258 · % of assets, Fixed fees · $226.0 million AUMSEC registeredNo commissions reported

All 13 in Westerville →