Jeremy Ellisor
Convergent Financial Group · Mount Pleasant, South Carolina
Jeremy Ellisor is a fee-only financial advisor at Convergent Financial Group in Mount Pleasant, South Carolina. Jeremy charges a percentage of assets and focuses on retirement planning and equity compensation.
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Specialties
Who they serve
- Executives
- Retirees
Facts
| Firm | Convergent Financial Group |
|---|---|
| Based in | Mount Pleasant, South Carolina |
| Fee model | Percentage of assets |
| Works virtually | Yes |
| Accepting new clients | Yes |
| Assets under management | $72.1M across 370 accounts |
| SEC registration | Investment adviser representative in SC · CRD 5722917 |
| Exams passed | Series 63 (2009) · Series 65 (2011) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | www.convergentfg.com |
| Profile |
How Jeremy's firm compares
- Convergent Financial Group's average account is about $195,000, from its Form ADV (assets managed divided by 370 accounts).
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Questions about Jeremy
Is Jeremy Ellisor a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Jeremy holds no broker registration, and Convergent Financial Group reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Jeremy charge for financial advice?
Jeremy charges a percentage of assets.
Does Jeremy work with clients virtually?
Yes. Convergent Financial Group says on its website that it works with clients remotely.
Where is Jeremy Ellisor based?
Jeremy Ellisor is based in Mount Pleasant, South Carolina.
What does Jeremy specialize in?
Jeremy's specialties include retirement planning and equity compensation. Jeremy works with executives and retirees.
Is Jeremy Ellisor registered with the SEC?
Yes. Jeremy Ellisor is registered as an investment adviser representative in SC (CRD 5722917), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Convergent Financial Group manage?
Convergent Financial Group reports $72.1M across 370 accounts in assets under management.
How do I contact Jeremy Ellisor?
Through Jeremy's website, www.convergentfg.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
- Convergent Financial 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.
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