A complete list of active advisors currently associated with Ella Financial Advising

Warmer can help you find a great advisor at Ella Financial Advising or one who fits your needs even better.

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.

To learn more about the advisors currently working at Ella Financial Advising, 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.

Name	Location	Years of experience
Ella Taylor	Oakland, CA	11

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