Ellen J Webber, CFP
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Ellen J. Webber provides financial planning and investment advice to individuals, small businesses, estates, and trusts, focusing on comprehensive planning engagements and reviews. She previously provided ongoing investment management but is no longer accepting new management clients and refers prospective management business to First Pacific following the sale of her practice.
Her planning process combines fundamental and technical analysis with an emphasis on long-term asset allocation and diversified portfolios, with recommendations tailored to clients’ goals, risk tolerance, and time horizons. Services are delivered by the CFP practitioner with paraplanner support and are typically engaged on an hourly or fixed-fee basis; where ongoing management exists, limited discretionary authority may be used while the advisor generally seeks client discussion before trading.
Noteworthy aspects of the practice include the January 2025 sale and transition of most clients to First Pacific Financial, with remaining client transitions and consulting support continuing into 2026. The firm is also atypical for a solo-practitioner profile in maintaining multiple offices and for its stated specialty in divorce-related financial planning.
Client services
Expertise
Fee options
Fixed fees based on complexity and estimated hours; client agreements specify fees
$250 per hour
Main office
Seattle WA
Advisors at this office
1
Most active in
Washington
Also doing business as
Ellen J Webber, Cfp · First Pacific Financial · Webber Ellen Jean
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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