Ellis Investment Partners, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 12, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$150⁠-⁠$500/hr

“The quote is based upon an estimate of the complexity and time anticipated to perform the services and is based on an hourly rate of $150 - $500, depending on the complexity of the plan.”

Flat or project fee

$500⁠-⁠$5,000

“Fees for comprehensive personal financial plans typically range from $1,000 - $5,000, or $500 - $2,000 for segmented plans on a specific area.”

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

How Ellis Investment Partners, LLC bills

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

• “In extremely rare cases, EIP may allow clients to pay fees directly, by check, following the presentation of an invoice.”
• “For all deposits or withdrawals, the fees will be adjusted on a pro-rata basis, reflected on the next invoice.”
• “If a client has pre-paid advisory fees that we have not yet earned, the client will receive a prorated refund of those fees.”

How Ellis Investment Partners, LLC’s fees compare

• Its hourly rate of $150-$500 spans the Pennsylvania median of $250. 72% of the 267 other Pennsylvania planners that publish an hourly rate charge less.
• 1 of the 3 other planners in Berwyn that publish an hourly rate charge less.
• Its flat or project fee of $500-$5,000 spans the Pennsylvania median of $3,650. 37% of the 232 other Pennsylvania planners that publish a flat or project fee charge less.
• None of the 2 other planners in Berwyn that publish a flat or project fee charge less.

About Ellis Investment Partners, LLC

• Firm size: 23 employees.
• Founded: 2011 (15 years).

Planning areas mentioned in the brochure

• Estate planning
• Business owners

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

1.5% a year

Minimum

$250,000 in assets (stated in brochure)

Clients

786

Employees

23

Works with

Individuals, high net worth individuals, pension and profit sharing plans, charities, state and local governments, businesses, and other

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, selecting other advisers, and other services

Assets managed

$986,849,047

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

157669

Website

ellisinvestmentpartners.com (opens in new tab)

Phone

(484) 320-6300

Can advise clients in 12 states: California, Delaware, Florida, Louisiana, Massachusetts, Maryland, New Hampshire, New Jersey, New York, Pennsylvania, Texas, Virginia

Other planners in Berwyn that publish fees

• Goal Quest Advisors, LLCBerwyn$200/hr, $3,000/yr
• Great Valley Advisor Group, LLCBerwyn$2,500/yr
• K Wealth AdvisorsBerwyn$500/hr
• Sterling Investment Advisors LTD.Berwyn$2,000⁠-⁠$20,000
• Trinity Wealth Management, LLCBerwyn$500/hr, $5,000⁠-⁠$50,000

Compare all 8 planners in Berwyn