James Ellerson
The Ellerson Group · Annapolis, Maryland
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.
Request an introduction to James →
Specialties
Who they serve
- Executives
- Founders
- Physicians
- Retirees
- High earners
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 | $291.2M across 109 accounts |
| SEC registration | Investment adviser representative in MD · CRD 1105629 |
| Exams passed | Series 63 (1983) · Series 65 (1994) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | www.ellersongroup.com |
Request an introduction to James
Tell James a little about what you're looking for. James 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 James
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.
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
- The Ellerson Group 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.
See something wrong? Request a correction. Read our methodology.