A complete list of active advisors currently associated with Ellen J Webber, CFP

Warmer can help you find a great advisor at Ellen J Webber, CFP or one who fits your needs even better.

The firm provides financial planning and investment advisory services to individuals, small businesses, estates, and trusts, offering ongoing portfolio management as well as hourly or fixed-fee planning engagements. Its client base includes both individual and high-net-worth clients, and the firm commonly charges percentage-of-assets fees for managed accounts. Investment decisions are guided by a mix of fundamental and technical analysis that weighs credit quality, sector, time frame, and client risk tolerance, with an emphasis on long-term holdings; the advisor has discretionary trading authority but generally seeks client approval before placing trades. The firm uses a major custodian for account execution and reporting, conducts quarterly managed-account reviews, and generally requires $100,000 minimum for ongoing management while providing planning services to smaller engagements on an hourly or fixed-fee basis. Unusually for a single-advisor practice, the firm maintains five offices and has a formal transition/sale agreement with another fee-only advisory firm to provide continuity as the principal prepares for retirement. The practice also highlights a specialty in divorce-related financial planning and discloses that five clients have third-party standing transfer authorizations totaling about $4.3 million, a custody-related detail it manages in accordance with regulatory requirements.

To learn more about the advisors currently working at Ellen J Webber, CFP, 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.