# Ankur Patel

> Ankur Patel is a fee-only financial advisor at Ellevest in New York, New York, who holds the CFA credential. Ankur charges a percentage of assets, a flat fee or retainer and an ongoing planning fee (ongoing planning from $4,800 a year and 1.25% a year on the first tier of assets managed) and focuses on flat-fee planning, sustainable & impact investing and equity compensation.

Page: https://find.wellspent.co/advisors/ankur-patel/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Ellevest
- **Based in:** New York, New York
- **Fee model:** Percentage of assets; Flat fee or retainer; Ongoing planning fee
- **Fees (firm's website):** ongoing planning from $4,800 a year; 1.25% a year on the first tier of assets managed; a $500,000 asset minimum
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $1.13B across 474 accounts
- **Credentials:** CFA
- **Specialties:** Flat-fee planning, Sustainable & impact investing, Equity compensation, Estate & legacy planning
- **CRD:** 5775950 (https://adviserinfo.sec.gov/individual/summary/5775950)
- **SEC registration:** Investment adviser representative in NJ, NY, TX
- **Exams passed:** Series 66 (2012)
- **Firm size:** 19 employees
- **Disclosures:** None reported
- **Website:** http://www.ellevest.com

## Frequently asked questions

### Is Ankur Patel a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Ankur holds no broker registration, and Ellevest reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Ankur charge for financial advice?

Ankur charges a percentage of assets, a flat fee or retainer and an ongoing planning fee.

### How much does Ankur charge?

According to Ellevest's website, checked October 30, 2026: ongoing planning from $4,800 a year; 1.25% a year on the first tier of assets managed; a $500,000 asset minimum.

### Where is Ankur Patel based?

Ankur Patel is based in New York, New York.

### What does Ankur specialize in?

Ankur's specialties include flat-fee planning, sustainable & impact investing, equity compensation and estate & legacy planning.

### What credentials does Ankur Patel hold?

Ankur Patel holds the CFA credential.

### Is Ankur Patel registered with the SEC?

Yes. Ankur Patel is registered as an investment adviser representative in NJ, NY and TX (CRD 5775950), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Ellevest manage?

Ellevest reports $1.13B across 474 accounts in assets under management.

### How do I contact Ankur Patel?

Through Ankur's website, www.ellevest.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/5775950): the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://www.ellevest.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.