# David Sheiman

> David Sheiman is a fee-only financial advisor at The Ellerson Group in Annapolis, Maryland, who holds the CFA credential. David focuses on estate & legacy planning and tax planning. The Ellerson Group reports charging a percentage of assets and hourly fees on its Form ADV.

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

## Facts

- **Firm:** The Ellerson Group
- **Based in:** Annapolis, Maryland
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly
- **Fees (firm's website):** typically works with clients with $1,000,000 or more
- **Assets under management (firm):** $291.2M across 109 accounts
- **Credentials:** CFA
- **Specialties:** Estate & legacy planning, Tax planning
- **Works with:** Executives, Founders, Physicians, Retirees, High earners
- **CRD:** 6205452 (https://adviserinfo.sec.gov/individual/summary/6205452)
- **SEC registration:** Investment adviser representative in MD
- **Firm size:** 2 employees
- **Disclosures:** None reported
- **Website:** http://www.ellersongroup.com

## Frequently asked questions

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

Yes, according to SEC records as of October 29, 2026: David holds no broker registration, and The Ellerson Group 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, The Ellerson Group, reports charging a percentage of assets and hourly fees on its SEC Form ADV.

### How much does David charge?

According to The Ellerson Group's website, checked October 30, 2026: typically works with clients with $1,000,000 or more.

### Where is David Sheiman based?

David Sheiman is based in Annapolis, Maryland.

### What does David specialize in?

David's specialties include estate & legacy planning and tax planning. David works with executives, founders, physicians, retirees and high earners.

### What credentials does David Sheiman hold?

David Sheiman holds the CFA credential.

### Is David Sheiman registered with the SEC?

Yes. David Sheiman is registered as an investment adviser representative in MD (CRD 6205452), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does The Ellerson Group manage?

The Ellerson Group reports $291.2M across 109 accounts in assets under management.

### How do I contact David Sheiman?

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

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/6205452): 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 (http://ellersongroup.squarespace.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.