Firm
Ellevest
New York, New York
Fee-only
Ellevest at a glance
- One of 480 fee-only firms based in New York in the Wellspent graph.
- 12 advisors are listed here; 6 of 12 hold the CFP.
- Its Form ADV reports 19 employees and 471 individual clients, 371 of them high net worth.
- Its average account is about $2.4 million (assets it manages divided by its 474 accounts).
- Its ongoing planning fee starts at $4,800 a year, above the New York median of $3,600.
- Its website says it's taking new clients.
Fee-only advisors in New York · What fee-only advisors charge in New York
Facts
| Based in | New York, New York |
|---|---|
| Website | ellevest.com |
| Phone | (844) 355-7100 |
Ellevest fees
What the firm's own website says it charges, checked October 30, 2026. We keep a price only when the exact words stating it appear on the page.
| Ongoing planning | From $4,800 a year |
|---|---|
| Asset-based fee | 1.25% a year on the first tier of assets |
| Account minimum | $500,000 |
| How it charges | Percentage of assets · Flat fee · Ongoing planning fee |
In the firm's words
"Flat $4,800 per year with the option to pay quarterly, semi-annually, or annually" source
"$500,000 to $1 million: 1.25%" source
"ranging from 0.35% to 1.25%, depending on your account balance" source
"ranging from 0.35% to 1.25%, depending on your account balance" source
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets · Fixed fees |
|---|---|
| Assets managed | $1.1 billion |
| Individual clients | 100 |
| High-net-worth clients | 371 |
| Accounts managed | 474 |
| Employees | 19 |
| Planning clients | More than 500 |
| Registered with | The SEC (801-106683) |
| Financial planning | Offered |
| Form ADV filed | July 17, 2026 |
| SEC record | CRD 175476 |