# Justin Ellsesser

> Justin Ellsesser is a fee-only financial advisor at Matthias in Winter Park, Florida, who holds the CFA credential. Justin focuses on tax planning, estate & legacy planning and small business owners. Matthias reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/justin-ellsesser/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Matthias
- **Based in:** Winter Park, Florida
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $242.8M across 426 accounts
- **Credentials:** CFA
- **Specialties:** Tax planning, Estate & legacy planning, Small business owners, Family wealth transfer
- **Works with:** Multi-generational families, Founders
- **CRD:** 5977801 (https://adviserinfo.sec.gov/individual/summary/5977801)
- **SEC registration:** Investment adviser representative in FL
- **Exams passed:** Series 63 (2012), Series 65 (2014)
- **Firm size:** 12 employees
- **Disclosures:** None reported
- **Website:** https://www.matthiaspw.com

## Frequently asked questions

### Is Justin Ellsesser a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Justin holds no broker registration, and Matthias reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Justin charge for financial advice?

Justin's firm, Matthias, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Justin Ellsesser based?

Justin Ellsesser is based in Winter Park, Florida.

### What does Justin specialize in?

Justin's specialties include tax planning, estate & legacy planning, small business owners and family wealth transfer. Justin works with multi-generational families and founders.

### What credentials does Justin Ellsesser hold?

Justin Ellsesser holds the CFA credential.

### Is Justin Ellsesser registered with the SEC?

Yes. Justin Ellsesser is registered as an investment adviser representative in FL (CRD 5977801), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Matthias manage?

Matthias reports $242.8M across 426 accounts in assets under management.

### How do I contact Justin Ellsesser?

Through Justin's website, www.matthiaspw.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/5977801): 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 (https://matthiaspw.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.