# Michael Ellis

> Michael Ellis is a fee-only financial advisor at Steelhead Wealth Management in Naples, Florida. Michael focuses on retirement planning, estate & legacy planning and tax planning. Steelhead Wealth Management reports charging a percentage of assets and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/michael-ellis-4745796/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Steelhead Wealth Management
- **Based in:** Naples, Florida
- **Fee model (firm's Form ADV):** Percentage of assets; Fixed fees
- **Assets under management (firm):** $341.9M across 280 accounts
- **Specialties:** Retirement planning, Estate & legacy planning, Tax planning, Founders (pre-exit), Small business owners
- **Works with:** Executives, Retirees, Pre-retirees, Multi-generational families, High earners
- **CRD:** 4745796 (https://adviserinfo.sec.gov/individual/summary/4745796)
- **SEC registration:** Investment adviser representative in FL, VA
- **Exams passed:** Series 63 (2004), Series 66 (2006)
- **Firm size:** 7 employees
- **Disclosures:** None reported
- **Website:** http://steelheadwealth.com/

## Frequently asked questions

### Is Michael Ellis a fee-only financial advisor?

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

### How does Michael charge for financial advice?

Michael's firm, Steelhead Wealth Management, reports charging a percentage of assets and fixed fees on its SEC Form ADV.

### Where is Michael Ellis based?

Michael Ellis is based in Naples, Florida.

### What does Michael specialize in?

Michael's specialties include retirement planning, estate & legacy planning, tax planning, founders (pre-exit) and small business owners. Michael works with executives, retirees, pre-retirees, multi-generational families and high earners.

### Is Michael Ellis registered with the SEC?

Yes. Michael Ellis is registered as an investment adviser representative in FL and VA (CRD 4745796), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Steelhead Wealth Management manage?

Steelhead Wealth Management reports $341.9M across 280 accounts in assets under management.

### How do I contact Michael Ellis?

Through Michael's website, steelheadwealth.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/4745796): 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://www.steelheadwealth.com/): specialties, clients served, and fees, checked October 30, 2026

---

Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.