David Ellis
EverPar Advisors · Tulsa, Oklahoma
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.
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Specialties
Who they serve
- Pre-retirees
- Multi-generational families
Facts
| Firm | EverPar Advisors |
|---|---|
| Based in | Tulsa, Oklahoma |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $587.8M across 937 accounts |
| SEC registration | Investment adviser representative in OK, TX · CRD 4563762 |
| Exams passed | Series 66 (2002) |
| Firm size | 9 employees |
| Disclosures | None reported |
| Website | www.everpar.com |
| Profile |
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Questions about David
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.
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
- EverPar Advisors website : specialties, clients served, and fees, checked October 30, 2026
- 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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