Vested Partners: A Multi-Family Office
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Vested Partners: A Multi‑Family Office provides investment management and financial planning to individuals, high‑net‑worth clients and small businesses, offering comprehensive financial plans, Investment Policy Statements, ongoing portfolio management, ERISA plan services, and qualified‑plan consulting. The firm manages roughly $78.7 million for about 90 clients and delivers both discretionary and non‑discretionary portfolio management as well as foundational and assets‑held‑away support.
The firm develops client‑specific Investment Policy Statements and combines tactical asset‑class allocations with a momentum‑based technical analysis process (including relative‑strength and point‑and‑figure charting) to inform portfolio decisions. Clients receive aggregated online reporting and access to planning and legacy portals, periodic account reviews, and periodic educational seminars and workshops on economic, tax, and investment topics.
Noteworthy disclosures in the brochure include an affiliation between the firm’s managing member and an insurance agency; the firm states insurance recommendations are optional and discloses the potential conflict of interest. The firm also uses third‑party platforms (including Betterment) for held‑away account management and may refer clients to other advisers, arrangements the brochure says are managed through disclosure, verification of third‑party credentials, and the firm’s fiduciary processes.
Client services
Expertise
Occupation focus
Fee options
Comprehensive Financial Plan: $5,000 (up to $3 million AUM), $3,000 (assets over $3 million), waived over $5 million; Financial Planning Services: $7,000 flat fee; Qualified Plan Consulting Services: $500-$1,500; Investment Policy Statement fees: $1,500 (Investment Services), $500 (Foundational Services).
Less than $1,000,000 - $1,000,000: 1.50% annually $1,000,000 and above+: 1.00% annually
Hourly financial planning fees available; specific rates not stated.
Account minimum: $500,000 for Full-Service Clients (normally) Fee-only: Fees charged as percentage of assets under management, hourly fees, and fixed fees; no commissions received.
Main office
300 E. 2nd Street
Salem VA 24153
Advisors at this office
2
Most active in
Virginia
Also doing business as
Efg/Digital · Ellis Financial Group LLC · The Ellis Offices · Vested Partners: A Multi Family Office
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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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.
Forms ADV
Quick links
Advisors at this firm
David E
CFP®, Series 63, Series 65
Salem, VA
Vested Partners: A Multi-Family Office
David Ellis is a CFP® with 25 years of experience in financial advisory services. He is currently with Vested Partners: A Multi-Family Office in Salem, VA, and has operated Ellis Financial Group LLC dba The Ellis Offices since 2015. Ellis also owns and operates Ellis Insurance Services LLC. Vested Partners provides investment management and financial planning to individuals, high-net-worth clients, and small businesses. The firm combines tactical asset-class allocations with momentum-based technical analysis to guide portfolio decisions and offers both discretionary and non-discretionary management alongside comprehensive financial planning services.
Rose F
Series 65
Salem, VA
Vested Partners: A Multi-Family Office
Rose Funkhouser is a financial advisor at Vested Partners: A Multi-Family Office in Salem, VA. She holds a Series 65 designation and began her advisory career with Vested Partners in 2023. Prior to that, she was a full-time student and took a year as a stay-at-home mom. Vested Partners provides investment management and financial planning services to individuals, high-net-worth clients, and small businesses. The firm combines tactical asset-class allocations with momentum-based technical analysis to guide portfolio decisions and offers both discretionary and non-discretionary management along with educational seminars and planning resources.
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