PlannerFees

Ellevest fees and pricing

Financial planner in New York, New York. Registered with the SEC.

According to its Form ADV Part 2A brochure dated July 13, 2026, Ellevest charges a flat or project fee of $4,800 for financial planning.

Published fees

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

Flat or project fee
$4,800
“The comprehensive financial planning fee is a fixed annual amount of $4,800.”

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

How Ellevest bills

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

  • “Such a fee will be negotiated in advance with the client.”
  • “In the event the written advisory agreement is terminated, the Advisory Fee for the final billing period is prorated through the effective date of the termination and the outstanding portion of the Advisory Fee is charged to the client.”
  • “Ellevest’s investment advisory fees will be paid from the client’s donor-advised Schwab accounts quarterly in arrears.”

How Ellevest’s fees compare

  • Its flat or project fee of $4,800 is above the New York median of $4,500. 51% of the 251 other New York planners that publish a flat or project fee charge less.
  • 16 of the 52 other planners in New York that publish a flat or project fee charge less.

About Ellevest

“To participate in Ellevest’s Private Wealth Management or Personal Wealth Management investment advisory services, clients will provide information on their financial goals, ability to take risks, investment time horizon, liquidity needs and other relevant information.”
From the firm's description of its advisory business in its Form ADV brochure.
  • Firm size: 19 employees.
  • Registered as an adviser: 2015 (11 years).

Planning areas mentioned in the brochure

  • Charitable giving

Firm details from Form ADV

How the firm is paid
Fixed or flat fees, percentage of assets under management
Charges a % of assets
Yes
Highest asset based fee in brochure
1% a year
Minimum
$250,000 in assets (stated in brochure)
Clients
471
Employees
19
Works with
Individuals and high net worth individuals
Services reported to regulators
Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, and educational seminars and workshops
Assets managed
$1,131,232,881
Registered with
U.S. Securities and Exchange Commission
Disciplinary disclosures
None reported
SEC CRD number
175476
Website
pinterest.com/ellevest (opens in new tab)
Phone
(844) 355-7100

Can advise clients in 27 states: Arizona, California, Colorado, District of Columbia, Florida, Georgia, Illinois, Massachusetts, Maryland, Maine, Michigan, Minnesota, Missouri, North Carolina, New Hampshire, New Jersey, New York, Ohio, Oregon, Pennsylvania, South Carolina, Texas, Utah, Virginia, Vermont, Washington, Wisconsin

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