# Ross Muldoon

> Ross Muldoon is a fee-only financial advisor at Ellis Investment Partners in Berwyn, Pennsylvania, who holds the CFP credential. Ellis Investment Partners reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/ross-muldoon/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** Ellis Investment Partners
- **Based in:** Berwyn, Pennsylvania
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $986.8M across 792 accounts
- **Credentials:** CFP
- **CRD:** 5243220 (https://adviserinfo.sec.gov/individual/summary/5243220)
- **SEC registration:** Investment adviser representative in PA
- **Exams passed:** Series 66 (2007)
- **Firm size:** 23 employees
- **Disclosures:** None reported
- **Website:** http://www.ellisinvestmentpartners.com

## Frequently asked questions

### Is Ross Muldoon a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Ross 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 Ross charge for financial advice?

Ross's firm, Ellis Investment Partners, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Ross Muldoon based?

Ross Muldoon is based in Berwyn, Pennsylvania.

### What credentials does Ross Muldoon hold?

Ross Muldoon holds the CFP credential.

### Is Ross Muldoon registered with the SEC?

Yes. Ross Muldoon is registered as an investment adviser representative in PA (CRD 5243220), 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 Ross Muldoon?

Through Ross's website, www.ellisinvestmentpartners.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/5243220): 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

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