Daniel Kelley
Ellis Investment Partners · Berwyn, Pennsylvania
Daniel Kelley is a fee-only financial advisor at Ellis Investment Partners in Berwyn, Pennsylvania. Ellis Investment Partners reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Ellis Investment Partners |
|---|---|
| Based in | Berwyn, Pennsylvania |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $986.8M across 792 accounts |
| SEC registration | Investment adviser representative in PA, TX · CRD 2468949 |
| Exams passed | Series 63 (1994) · Series 65 (1998) |
| Firm size | 23 employees |
| Disclosures | None reported |
| Website | www.ellisinvestmentpartners.com |
How Daniel's firm compares
- Ellis Investment Partners's average account is about $1.2 million, from its Form ADV (assets managed divided by 792 accounts).
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Questions about Daniel
Is Daniel Kelley a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Daniel holds no broker registration, and Ellis Investment Partners reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Daniel charge for financial advice?
Daniel's firm, Ellis Investment Partners, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Daniel Kelley based?
Daniel Kelley is based in Berwyn, Pennsylvania.
Is Daniel Kelley registered with the SEC?
Yes. Daniel Kelley is registered as an investment adviser representative in PA and TX (CRD 2468949), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Ellis Investment Partners manage?
Ellis Investment Partners reports $986.8M across 792 accounts in assets under management.
How do I contact Daniel Kelley?
Through Daniel's website, www.ellisinvestmentpartners.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : 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 : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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