Firm
Ellis Investment Partners
Berwyn, Pennsylvania
Fee-only
Ellis Investment Partners at a glance
- One of 361 fee-only firms based in Pennsylvania in the Wellspent graph.
- 18 advisors are listed here; 4 of 18 hold the CFP.
- Its Form ADV reports 23 employees and 786 individual clients, 291 of them high net worth.
- Its average account is about $1.2 million (assets it manages divided by its 792 accounts).
Fee-only advisors in Pennsylvania · What fee-only advisors charge in Pennsylvania
Facts
| Based in | Berwyn, Pennsylvania |
|---|---|
| Website | ellisinvestmentpartners.com |
| [email protected] | |
| Phone | (484) 320-6300 |
Ellis Investment Partners fees
Ellis Investment Partners doesn't publish its prices on its website, or we couldn't confirm them word for word. Ask for its Form ADV Part 2A, which must describe its fees.
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 · Hourly · Fixed fees |
|---|---|
| Assets managed | $987 million |
| Individual clients | 495 |
| High-net-worth clients | 291 |
| Accounts managed | 792 |
| Employees | 23 |
| Planning clients | 1-10 |
| Registered with | The SEC (801-73011) |
| Financial planning | Offered |
| Form ADV filed | March 12, 2026 |
| SEC record | CRD 157669 |