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Ella Financial Advising

Updated today

Client AUM

$106,855,983

Clients

44

Advisors

1

of 1 employees

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

Financial planning Portfolio management

Expertise

College savings (529s, UTMA, etc.) Business ownership considerations General estate planning guidance Cash flow / budgeting

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Fee options

Fixed

Fixed fee for project-based comprehensive financial planning: $10,000 to $30,000, negotiable

Percentage

$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%

Project-based

$400 per hour; negotiable in certain cases

Subscriptions

Ongoing comprehensive financial planning fees range from $10,000 to $30,000 annually, paid monthly in advance

Other

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

Advisors at this firm

Ella T

CFP®

Oakland, CA

Ella Financial Advising

We work with people who want a long-term partnership where together we create a plan that uses your money and resources to live a fulfilling life that aligns with your deepest values while creating positive change in the world. We focus on who you are and what it is you want for yourself and loved ones. My passion is making financial planning an approachable and enjoyable experience. I became a CERTIFIED FINANCIAL PLANNER™ to help people find solutions for their financial needs but soon realized that traditional financial planning was designed for a male head of household with a certain amount of wealth. Since I am most passionate about equality for women and the LGBTQ community, I realized that I needed additional skills to make financial planning meet our specific needs. So, I became a certified coach which allows me and my clients to go deeper to explore and clarify their individual values and goals. Once we’ve figured out what their ideal life looks like and what is really important to them, we can create a financial plan designed for them. Anyone who knows me knows of my deep love of pastries. I started my career as a pastry chef, fully embracing my creativity, a love of science and math, and delight in creating delicious concoctions. I loved this career, until one day I had an epiphany: My love of numbers and baking science acumen could be used in better ways to help the world. Turns out I like baking more as a hobby than as a career. No more petit fours! I returned to college as a women studies major determined to help women realize their potential and gain equality. Upon self-reflection I realized that I had a lot of passion but lacked any real skills to make the change in the world that I sought to make. Around this time my grandfather died, and I started helping my grandmother with her finances. We sought out information and together we came up with a financial plan for her new life alone. Helping my grandmother become financially independent was exactly the type of impact I wanted to have on other women’s lives. My career path was born.

Charitable giving tax strategies ESG / Sustainable investing Women's Finance
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