# David Ellis

> David Ellis is a fee-only financial advisor at EverPar Advisors in Tulsa, Oklahoma. David focuses on tax planning, retirement planning and estate & legacy planning. EverPar Advisors reports charging a percentage of assets and fixed fees on its Form ADV.

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

## Facts

- **Firm:** EverPar Advisors
- **Based in:** Tulsa, Oklahoma
- **Fee model (firm's Form ADV):** Percentage of assets; Fixed fees
- **Assets under management (firm):** $587.8M across 937 accounts
- **Specialties:** Tax planning, Retirement planning, Estate & legacy planning, Family wealth transfer
- **Works with:** Pre-retirees, Multi-generational families
- **CRD:** 4563762 (https://adviserinfo.sec.gov/individual/summary/4563762)
- **SEC registration:** Investment adviser representative in OK, TX
- **Exams passed:** Series 66 (2002)
- **Firm size:** 9 employees
- **Disclosures:** None reported
- **Website:** https://www.everpar.com

## Frequently asked questions

### Is David Ellis a fee-only financial advisor?

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

### How does David charge for financial advice?

David's firm, EverPar Advisors, reports charging a percentage of assets and fixed fees on its SEC Form ADV.

### Where is David Ellis based?

David Ellis is based in Tulsa, Oklahoma.

### What does David specialize in?

David's specialties include tax planning, retirement planning, estate & legacy planning and family wealth transfer. David works with pre-retirees and multi-generational families.

### Is David Ellis registered with the SEC?

Yes. David Ellis is registered as an investment adviser representative in OK and TX (CRD 4563762), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does EverPar Advisors manage?

EverPar Advisors reports $587.8M across 937 accounts in assets under management.

### How do I contact David Ellis?

Through David's website, www.everpar.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/4563762): 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://everpar.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.