Ross Muldoon
Ellis Investment Partners · Berwyn, Pennsylvania
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.
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Facts
| Firm | Ellis Investment Partners |
|---|---|
| Based in | Berwyn, Pennsylvania |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $986.8M across 792 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in PA · CRD 5243220 |
| Exams passed | Series 66 (2007) |
| Firm size | 23 employees |
| Disclosures | None reported |
| Website | www.ellisinvestmentpartners.com |
How Ross's firm compares
- Ellis Investment Partners's average account is about $1.2 million, from its Form ADV (assets managed divided by 792 accounts).
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Questions about Ross
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.
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
- 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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