# Ella Financial Advising

> Ella Financial Advising is an SEC-registered investment advisory firm in Oakland, CA, registered since 2026, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated August 13, 2026.

- CRD: 307357
- Filed as: ELLA FINANCIAL ADVISING
- Legal name: Ella Financial Advising LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Oakland, CA
- Filing period: October 2026
- Form ADV filing dated: August 13, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/307357
- AdvisorCensus page: https://advisorcensus.com/firm/ella-financial-advising-oakland-ca-307357

## Quick answers

**How is Ella Financial Advising compensated?**
On its Form ADV (Item 5.E, October 2026), Ella Financial Advising reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**Where is Ella Financial Advising located?**
Ella Financial Advising's principal office is in Oakland, CA, according to its Form ADV.

**Is Ella Financial Advising registered with the SEC or a state?**
Ella Financial Advising is an SEC-registered investment advisory firm, registered since 2026. Status as filed: Approved. CRD 307357.

**How much does Ella Financial Advising manage?**
Ella Financial Advising reports $106,855,983 in regulatory assets under management in its Form ADV filing dated August 13, 2026 (100% discretionary).

**What types of clients does Ella Financial Advising serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (32); individuals (other than high net worth individuals) (12).

**Which custodians does Ella Financial Advising use?**
Ella Financial Advising's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Ella Financial Advising report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/307357

**Does Ella Financial Advising state an account minimum?**
Its Form ADV Part 2A brochure dated August 13, 2026 says: "Our minimum account size for our Standard Financial Planning Packages is $1,000,000. EFA reserves the right to waive the minimum balance requirement at its discretion."

**What changed in Ella Financial Advising's recent Form ADV filings?**
In the April 2026 filing data: Newly registered with the SEC.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated August 13, 2026)

- Account minimum: $1,000,000 (the brochure says it may be waived or negotiated)

> Our minimum account size for our Standard Financial Planning Packages is $1,000,000. EFA reserves the right to waive the minimum balance requirement at its discretion.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $106,855,983
- Discretionary: $106,855,983
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 12 | $5,401,150 |
| High net worth individuals | 32 | $101,454,833 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2026 (0 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- ellafinancialadvising.com
- Facebook @Ellafinancialadvising
- Instagram @ella_financial_advising
- LinkedIn @ella-financial-advising-llc

## Changes in the filing (last 12 months)

### April 2026
- Newly registered with the SEC.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Ella Financial Advising (CRD 307357): Form ADV filing data as of October 2026.