Ella Financial Advising

Overview

Ella Financial Advising is an independent, individually owned RIA organized as an LLC and SEC-registered in 2026. The firm focuses on advisory work for individuals and families, combining financial planning with discretionary portfolio management for individual clients and small-business owners. Its fee model includes asset-based fees alongside hourly and fixed-fee engagement options. Ella Financial Advising identifies as an active ESG investor and operates as a single-state adviser; it does not act as a capital allocator or pension consultant and reports no related-adviser relationships.

Assets & Accounts

Public Holdings

Investments & Alternatives