Ella Financial Advising
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Ella Financial Advising LLC provides portfolio management and financial planning services to individuals and high‑net‑worth clients. The firm delivers ongoing comprehensive planning, project‑based and hourly engagements, retirement account advice, and consulting for a relatively small client base.
The firm primarily constructs passive, asset‑allocation portfolios using index mutual funds and ETFs with a focus on socially responsible investments, and it supplements those allocations with individual stocks, bonds, community investment CDs/notes and alternative investments when appropriate. Its investment process combines asset‑allocation policy statements with charting analysis and includes discretionary management where agreed, with fiduciary obligations for retirement accounts.
Distinctive features include a recent transition to SEC registration (early 2026), the ability to advise on held‑away retirement plan assets via a third‑party linkage platform that uses client login credentials, and an offered third‑party cash management solution that seeks elevated FDIC coverage. The firm also discloses that the owner devotes a portion of her time to an affiliated family‑office role (about 15%) and tends to work with a limited number of high‑balance clients under an ongoing, higher‑engagement planning model.
Client services
Expertise
Fee options
Fixed fee for project-based comprehensive financial planning: $10,000 to $30,000, negotiable
$1 - $1,000,000: 1.00% $1,000,001 - $3,000,000: 0.85% $3,000,001 - $6,000,000: 0.65% $6,000,001+: 0.45%
$400 per hour; negotiable in certain cases
Ongoing comprehensive financial planning fees range from $10,000 to $30,000 annually, paid monthly in advance
Account minimum: $1,000,000 Minimum fee: Annual minimum fee ranges from $10,000 to $30,000 depending on client complexity and needs; fee is negotiable and pro-rated quarterly.
Main office
5237 College Avenue
Oakland CA 94618
Advisors at this office
1
Most active in
California
Also doing business as
Ella Financial Advising · Ella Financial Advising LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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Advisors at this firm
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