Ellen Ginsberg
Harbor Asset Planning · Belmont, Massachusetts
Ellen Ginsberg is a fee-only financial advisor at Harbor Asset Planning in Belmont, Massachusetts. Ellen focuses on retirement planning, estate & legacy planning and small business owners. Harbor Asset Planning reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Facts
| Firm | Harbor Asset Planning |
|---|---|
| Based in | Belmont, Massachusetts |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $187.3M across 99 accounts |
| SEC registration | Investment adviser representative in MA, MD, TX, VA · CRD 5195589 |
| Exams passed | Series 66 (2006) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | harborassetplanning.com |
How Ellen's firm compares
- Harbor Asset Planning's average account is about $1.9 million, from its Form ADV (assets managed divided by 99 accounts).
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Questions about Ellen
Is Ellen Ginsberg a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Ellen holds no broker registration, and Harbor Asset Planning reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Ellen charge for financial advice?
Ellen's firm, Harbor Asset Planning, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Ellen Ginsberg based?
Ellen Ginsberg is based in Belmont, Massachusetts.
What does Ellen specialize in?
Ellen's specialties include retirement planning, estate & legacy planning and small business owners.
Is Ellen Ginsberg registered with the SEC?
Yes. Ellen Ginsberg is registered as an investment adviser representative in MA, MD, TX and VA (CRD 5195589), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Harbor Asset Planning manage?
Harbor Asset Planning reports $187.3M across 99 accounts in assets under management.
How do I contact Ellen Ginsberg?
Through Ellen's website, harborassetplanning.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
- Harbor Asset Planning 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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