# James Ellerson

> James Ellerson is a fee-only financial advisor at The Ellerson Group in Annapolis, Maryland. James 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/james-ellerson/
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
- **Specialties:** Estate & legacy planning, Tax planning
- **Works with:** Executives, Founders, Physicians, Retirees, High earners
- **CRD:** 1105629 (https://adviserinfo.sec.gov/individual/summary/1105629)
- **SEC registration:** Investment adviser representative in MD
- **Exams passed:** Series 63 (1983), Series 65 (1994)
- **Firm size:** 2 employees
- **Disclosures:** None reported
- **Website:** http://www.ellersongroup.com

## Frequently asked questions

### Is James Ellerson a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: James 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 James charge for financial advice?

James's firm, The Ellerson Group, reports charging a percentage of assets and hourly fees on its SEC Form ADV.

### How much does James charge?

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

### Where is James Ellerson based?

James Ellerson is based in Annapolis, Maryland.

### What does James specialize in?

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

### Is James Ellerson registered with the SEC?

Yes. James Ellerson is registered as an investment adviser representative in MD (CRD 1105629), 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 James Ellerson?

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

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/1105629): 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.