PlannerFees

Ella Financial Advising fees and pricing

Financial planner in Oakland, California. Registered with the SEC.

According to its Form ADV Part 2A brochure dated August 13, 2026, Ella Financial Advising charges $400 an hour, a flat or project fee of $10,000⁠-⁠$30,000, and an annual fee of $10,000⁠-⁠$30,000 for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed August 13, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate
$400/hr
“Financial Planning engagements are offered at an hourly rate of $400 per hour.”
Flat or project fee
$10,000⁠-⁠$30,000
“Upon termination of any agreement, the fee will be prorated and any unearned fee will be refunded to the Client. 9 Stand-Alone Project-Based Comprehensive Financial Planning Project-Based Financial Planning consists of a fixed fee ranging from $10,000 - $30,000, depending on the individual needs and complexity of…”
Annual fee
$10,000⁠-⁠$30,000/yr
“The annual fee will range between $10,000 to $30,000 depending on the individual needs and complexity of the client’s financial situation.”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Ella Financial Advising bills

Payment and refund terms, quoted from the fee section of the brochure.

  • “The fee may be negotiable in certain cases.”
  • “Fees for this service may be paid by electronic funds transfer or check.”
  • “The annual fees are negotiable and are pro-rated and paid in arrears on a quarterly basis once the market value of the assets under management surpasses the annual minimum fee amount.”

How Ella Financial Advising’s fees compare

  • Its hourly rate of $400 is above the California median of $300. 74% of the 932 other California planners that publish an hourly rate charge less.
  • 11 of the 14 other planners in Oakland that publish an hourly rate charge less.
  • Its flat or project fee of $10,000-$30,000 is above the California median of $5,000. 91% of the 796 other California planners that publish a flat or project fee charge less.
  • 10 of the 11 other planners in Oakland that publish a flat or project fee charge less.
  • Its annual fee of $10,000-$30,000 is above the California median of $6,250. 86% of the 224 other California planners that publish an annual fee charge less.
  • 3 of the 4 other planners in Oakland that publish an annual fee charge less.

About Ella Financial Advising

  • Principal: Elizabeth Taylor
  • Solo practice: one person runs the firm, so you work directly with the planner.
  • Credentials named in the brochure: CFP®.
  • Founded: 2019 (7 years).

Firm details from Form ADV

How the firm is paid
Hourly fees, fixed or flat fees, percentage of assets under management
Charges a % of assets
Yes
Highest asset based fee in brochure
1% a year
Minimum
$10,000 minimum fee (stated in brochure)
Clients
44
Employees
1
Works with
Individuals and high net worth individuals
Services reported to regulators
Financial planning and portfolio management for individuals and small businesses
Assets managed
$106,855,983
Registered with
U.S. Securities and Exchange Commission
Disciplinary disclosures
None reported
SEC CRD number
307357
Website
facebook.com/Ellafinancialadvising (opens in new tab)
Phone
(510) 324-9487

Other planners in Oakland that publish fees

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