Elizabeth Li
Ehmli Investment Advisors · Dayton, Ohio
Elizabeth Li is a fee-only financial advisor at Ehmli Investment Advisors in Dayton, Ohio, who holds the CFP credential. Ehmli Investment Advisors reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
Request an introduction to Elizabeth →
Facts
| Firm | Ehmli Investment Advisors |
|---|---|
| Based in | Dayton, Ohio |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $31.2M across 87 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in OH · CRD 2982513 |
| Exams passed | Series 63 (1998) · Series 65 (1998) |
| Firm size | 1 employee |
| Disclosures | None reported |
How Elizabeth's firm compares
- Ehmli Investment Advisors's average account is about $359,000, from its Form ADV (assets managed divided by 87 accounts).
Request an introduction to Elizabeth
Tell Elizabeth a little about what you're looking for. Elizabeth isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Elizabeth
Is Elizabeth Li a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Elizabeth holds no broker registration, and Ehmli Investment Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Elizabeth charge for financial advice?
Elizabeth's firm, Ehmli Investment Advisors, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Elizabeth Li based?
Elizabeth Li is based in Dayton, Ohio.
What credentials does Elizabeth Li hold?
Elizabeth Li holds the CFP credential.
Is Elizabeth Li registered with the SEC?
Yes. Elizabeth Li is registered as an investment adviser representative in OH (CRD 2982513), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Ehmli Investment Advisors manage?
Ehmli Investment Advisors reports $31.2M across 87 accounts in assets under management.
How do I contact Elizabeth Li?
Contact details aren't on file yet. Search for Ehmli Investment Advisors.
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.
See something wrong? Request a correction. Read our methodology.