Ella Financial Advising provides financial planning and portfolio management for individuals and small businesses. Financial planning was provided to 1–10 clients last fiscal year.
Ella Financial Advising reports 44 clients. They include 32 high-net-worth individuals and 12 individual clients. Of its assets, 100.0% ($107M across 226 accounts) are managed with discretion. It advised 2 clients without assets under management last fiscal year.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 27% | 5% |
| High-net-worth individuals | 73% | 95% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 12 | $5.4M | 5.1% | $450K |
| High-net-worth individuals | 32 | $101M | 94.9% | $3.17M |
| Total | 44 | $107M | 100% | $2.43M |
- Clients
- 12
- Regulatory AUM
- $5.4M
- AUM share
- 5.1%
- Avg. per client
- $450K
- Clients
- 32
- Regulatory AUM
- $101M
- AUM share
- 94.9%
- Avg. per client
- $3.17M
Total
- Clients
- 44
- Regulatory AUM
- $107M
- AUM share
- 100%
- Avg. per client
- $2.43M
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 2
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 1–10
Ella Financial Advising charges 0.45%–1.00% a year for its Standard Financial Planning Package. Each asset band is charged at its own rate. The fee is billed in arrears, is negotiable and requires an account of at least $1,000,000. The brochure also prices 3 other services, listed under fee details.
| Asset band | Annual rate |
|---|---|
| $0–$1M | 1.00% |
| $1M–$3M | 0.85% |
| $3M–$6M | 0.65% |
| $6M and above | 0.45% |
Fee details and sources
Other fees
- Hourly Financial Planning
- Hourly financial planning is offered at $400 per hour, negotiable in certain cases, due at completion.
- Stand-Alone Ongoing Financial Planning
- Stand-alone ongoing comprehensive financial planning is an annual fee of $10,000 to $30,000, paid monthly in advance, negotiable in certain cases.
- Stand-Alone Project-Based Financial Planning
- Stand-alone project-based financial planning is a fixed fee of $10,000 to $30,000, half due upfront, negotiable in certain cases.
Elizabeth Taylor owns 75% or more of Ella Financial Advising. The leadership team of Ella Financial Advising includes Chief Compliance Officer Elizabeth Taylor. It has 1 employee.
Staff
- 1 employee
- 1 in advisory functions
- 1 state-registered rep
- Owns 75% or more of Ella Financial Advising LLC
Elizabeth Taylor
Control person · since November 2019
Besides its headquarters, Ella Financial Advising has 0 offices, with 1 listed address in 1 state.
California · 1 listed address
- 5237 College Avenue, OaklandHQ
Contact and registration details
- Legal name
- Ella Financial Advising LLC
- Headquarters
- 5237 College Avenue, Oakland, CA 94618
- Website
- ellafinancialadvising.com
- Phone
- 510-324-9487
- @ella-financial-advising-llc
- SEC file
- 801-135609
- Structure
- California LLC
- Fiscal year end
- December
Ella Financial Advising’s named custodian for separately managed accounts is Charles Schwab ($96.9M). Ella Financial Advising has custody of $67.4M for 38 clients.
- Charles SchwabCharles Schwab & Co., Inc. · Westlake, TX · $96.9M100%
At year end, Ella Financial Advising’s separately managed accounts were mostly in funds (86%).
What the accounts hold
- Stocks2%
- Funds86%
- Registered funds84%
- Pooled vehicles2%
- Bonds2%
- U.S. government and agency bonds1%
- State and local bonds1%
- Cash9%
- Other1%
- Cd's1%
How many clients does Ella Financial Advising have?
Ella Financial Advising has 44 clients and manages $107 million for them, as of August 2026. They include 32 high-net-worth individuals and 12 individual clients.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 13 August 2026
What services does Ella Financial Advising offer?
Ella Financial Advising provides financial planning and portfolio management for individuals and small businesses.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does Ella Financial Advising charge?
Ella Financial Advising charges 0.45%–1.00% a year for its Standard Financial Planning Package. Each asset band is charged at its own rate. The fee is billed in arrears, is negotiable and requires an account of at least $1,000,000.
Which custodians does Ella Financial Advising use?
Ella Financial Advising’s separately managed account assets are held at Charles Schwab & Co., Inc. (Westlake, TX), with $96.9M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 13 August 2026
How many financial advisors does Ella Financial Advising have?
Ella Financial Advising has 1 investment adviser representative registered with state securities authorities, out of 1 employees, and 1 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Ella Financial Advising invest in?
At the end of its last fiscal year, Ella Financial Advising’s separately managed accounts held 84% registered funds (mutual funds, ETFs, BDCs), 9% cash and equivalents, 2% exchange-traded equities, 2% pooled vehicles (private funds and similar), 1% U.S. government and agency bonds, 1% state and local bonds and 1% other. The 1% other category is described as: CD'S.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Does Ella Financial Advising have a minimum investment?
Yes, Ella Financial Advising’s minimum account size for its Standard Financial Planning Package is $1M.
Who owns Ella Financial Advising?
Ella Financial Advising’s direct owner is Elizabeth Taylor (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 13 August 2026
How does Ella Financial Advising get paid?
Ella Financial Advising is paid through a percentage of assets under management, hourly charges and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Ella Financial Advising?
Ella Financial Advising’s main office is at 5237 College Avenue, Oakland, CA 94618. Its phone number is 510-324-9487. Its website is ellafinancialadvising.com.
