Justin Ellsesser
Matthias · Winter Park, Florida
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.
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Specialties
Who they serve
- Multi-generational families
- Founders
Facts
| Firm | Matthias |
|---|---|
| Based in | Winter Park, Florida |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $242.8M across 426 accounts |
| Credentials | CFA |
| SEC registration | Investment adviser representative in FL · CRD 5977801 |
| Exams passed | Series 63 (2012) · Series 65 (2014) |
| Firm size | 12 employees |
| Disclosures | None reported |
| Website | www.matthiaspw.com |
| Profile |
How Justin's firm compares
- Matthias's average account is about $570,000, from its Form ADV (assets managed divided by 426 accounts).
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Questions about Justin
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.
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
- Matthias 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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