Ella Taylor
Ella Financial Advising · Oakland, California
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.
Request an introduction to Ella →
Specialties
Facts
| Firm | Ella Financial Advising |
|---|---|
| Based in | Oakland, California |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $106.9M across 226 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CA · CRD 6404273 |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | ellafinancialadvising.com |
| Profile |
How Ella's firm compares
- Ella Financial Advising's average account is about $473,000, from its Form ADV (assets managed divided by 226 accounts).
Request an introduction to Ella
Tell Ella a little about what you're looking for. Ella 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 Ella
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- XY Planning Network directory listing : XYPN members are fee-only
- NAPFA directory listing : NAPFA admits only fee-only advisors
- Ella Financial Advising website : specialties, clients served, and fees, checked October 28, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
See something wrong? Request a correction. Read our methodology.