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- Custodian
- Charles Schwab & Company ยท Hilltop Securities
- Clients
- Retail
- Platforms
- Available in AdvizorPro
- Established Date
- 02-07-2020
- Office Locations
- 1
Office Locations
About Ella Financial Advising
Ella Financial Advising is a planning-led RIA serving climate-conscious individuals and families, helping clients align financial decisions and investments with personal values while pursuing long-term goals. The firm provides ongoing financial planning and investment guidance with an impact-focused, values-aligned approach. Led by CFP Ella Taylor and listed with NAPFA and XY Planning Network; custodians include Charles Schwab.
Reported data analysis
What the numbers show
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 1 advisory representatives and 46 clients, or 46 clients per representative. That equates to $2.3M in reported AUM per client.
The profile lists 1 reported office location and 6 years in operation. The source data was last updated on August 13, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
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Available data coverage
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- Custodian
- Investment Themes
- Investment Vehicles
- Platform
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Owner & Executives
ELIZABETH ELSA TAYLOR
Chief Compliance Officer, Owner
- CRD
- #6404273
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $106,855,983 | $472,814 |
| Non-Discretionary | $0 | -- |
| Total | $106,855,983 | $472,814 |
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Separately Managed Accounts
SMA allocation detail is available
Ella Financial Advising has reported separately managed account data across 7 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.