A complete list of active advisors currently associated with Ell Wess Advisors

Warmer can help you find a great advisor at Ell Wess Advisors or one who fits your needs even better.

Ell Wess Advisors serves individuals (including high‑net‑worth clients), pension and profit‑sharing plans, and charitable organizations, though the firm currently manages a small client base and approximately $5.9 million in assets. Services include standalone financial planning and ongoing portfolio management, plus structured programs labeled Wealth Creator, Wealth Management, Virtual Family Office, and Support Mode. The firm documents client objectives and risk tolerances in an Investment Policy Statement and generally provides discretionary portfolio management using fundamental analysis, a mix of long‑ and short‑term purchases, and limited options activity (selling covered calls and buying puts for hedging). EWADV emphasizes coordination with other client advisors, treats cash and cash equivalents as a material allocation (included in assets under management for fee purposes), and requires use of a specified custodian while accommodating some existing accounts at another custodian. Distinctive features for a firm of this size include programmatic, fixed‑fee offerings aimed at building a family‑office capability (the Wealth Creator curriculum and a month‑to‑month Virtual Family Office) alongside asset‑based investment management, and a small, high‑touch client roster. The firm also discloses an insurance‑sales affiliation and that a principal devotes a material portion of time to insurance activities, a potential conflict of interest it documents and discloses to clients.

To learn more about the advisors currently working at Ell Wess Advisors, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.