Michael Ellis
Steelhead Wealth Management · Naples, Florida
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.
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Specialties
Who they serve
- Executives
- Retirees
- Pre-retirees
- Multi-generational families
- High earners
Facts
| Firm | Steelhead Wealth Management |
|---|---|
| Based in | Naples, Florida |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $341.9M across 280 accounts |
| SEC registration | Investment adviser representative in FL, VA · CRD 4745796 |
| Exams passed | Series 63 (2004) · Series 66 (2006) |
| Firm size | 7 employees |
| Disclosures | None reported |
| Website | steelheadwealth.com |
| Profile |
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Questions about Michael
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.
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
- Steelhead Wealth Management 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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