# Ella Taylor

> Ella Taylor is a fee-only financial advisor at Ella Financial Advising in Oakland, California, who holds the CFP credential. Ella focuses on sustainable & impact investing, retirement planning and estate & legacy planning. Ella Financial Advising reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/ella-taylor/
Built from public directory listings; last checked April 21, 2026.

## Facts

- **Firm:** Ella Financial Advising
- **Based in:** Oakland, California
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $106.9M across 226 accounts
- **Credentials:** CFP
- **Specialties:** Sustainable & impact investing, Retirement planning, Estate & legacy planning, Tax planning
- **CRD:** 6404273 (https://adviserinfo.sec.gov/individual/summary/6404273)
- **SEC registration:** Investment adviser representative in CA
- **Firm size:** 1 employee
- **Disclosures:** None reported
- **Website:** https://ellafinancialadvising.com

## Frequently asked questions

### Is Ella Taylor a fee-only financial advisor?

Yes. Ella Taylor is listed in the XY Planning Network directory (XYPN members are fee-only) and the NAPFA directory (NAPFA admits only fee-only advisors). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Ella's firm.

### How does Ella charge for financial advice?

Ella's firm, Ella Financial Advising, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Ella Taylor based?

Ella Taylor is based in Oakland, California.

### What does Ella specialize in?

Ella's specialties include sustainable & impact investing, retirement planning, estate & legacy planning and tax planning.

### What credentials does Ella Taylor hold?

Ella Taylor holds the CFP credential.

### Is Ella Taylor registered with the SEC?

Yes. Ella Taylor is registered as an investment adviser representative in CA (CRD 6404273), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.

### How much does Ella Financial Advising manage?

Ella Financial Advising reports $106.9M across 226 accounts in assets under management.

### How do I contact Ella Taylor?

Through Ella's website, ellafinancialadvising.com.

## Sources

- XY Planning Network directory listing (https://www.xyplanningnetwork.com/find-an-advisor/ella-taylor-10223): XYPN members are fee-only
- NAPFA directory listing: NAPFA admits only fee-only advisors
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 27, 2026
- The firm's website (https://www.ellafinancialadvising.com/): specialties, clients served, and fees, checked October 28, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.