Joseph McGinley
Ellis Investment Partners · San Jose, California
Joseph McGinley is a fee-only financial advisor at Ellis Investment Partners in San Jose, California. Ellis Investment Partners reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
Request an introduction to Joseph →
Facts
| Firm | Ellis Investment Partners |
|---|---|
| Based in | San Jose, California |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $986.8M across 792 accounts |
| SEC registration | Investment adviser representative in CA · CRD 2106077 |
| Exams passed | Series 63 (1991) · Series 65 (2024) · Series 66 (2007) |
| Firm size | 23 employees |
| Disclosures | None reported |
| Website | www.ellisinvestmentpartners.com |
How Joseph's firm compares
- Ellis Investment Partners's average account is about $1.2 million, from its Form ADV (assets managed divided by 792 accounts).
Request an introduction to Joseph
Tell Joseph a little about what you're looking for. Joseph 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 Joseph
Is Joseph McGinley a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Joseph holds no broker registration, and Ellis Investment Partners reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Joseph charge for financial advice?
Joseph's firm, Ellis Investment Partners, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Joseph McGinley based?
Joseph McGinley is based in San Jose, California.
Is Joseph McGinley registered with the SEC?
Yes. Joseph McGinley is registered as an investment adviser representative in CA (CRD 2106077), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Ellis Investment Partners manage?
Ellis Investment Partners reports $986.8M across 792 accounts in assets under management.
How do I contact Joseph McGinley?
Through Joseph's website, www.ellisinvestmentpartners.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
- 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.