Ellen J Webber, CFP
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$13,722,907
Clients
23
39% high-net worth
Advisors
1
of 2 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
23
TypicalAverage account size
$596,648
About
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.
Client services
Financial planning
Portfolio management
Fee options
Fixed fees for financial planning services, estimated based on complexity and hours required
$0 - $500,000: 1.25% $501,000 - $1,000,000: 1.00% $1,000,001 - $2,000,000: 0.75% $2,000,001+: 0.50%
$250 per hour for financial planning and investment advice
Account minimum: $100,000 Fee-only: Fixed fees for financial planning based on estimated hours; hourly rate $250 per hour
Main office location
Ellen J Webber, CFP
Seattle WA, United States
Number of offices
4
Most active in
Ellen J Webber, CFP has reported serving >5 clients in these states in the last 12 months.
Washington
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
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.
Forms ADV
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