Ellsworth Advisors, LLC fees and pricing
Financial planner in Hudson, Ohio. Registered with the SEC.
According to its Form ADV Part 2A brochure dated February 23, 2026, Ellsworth Advisors, LLC charges an annual fee of $2,500-$150,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed February 23, 2026. Fees can change, so confirm with the firm before you hire them.
- Annual fee
- $2,500-$150,000/yr
“The standard rate for fixed fees is between $2,500 and $150,000 annually.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Ellsworth Advisors, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees are deducted monthly and in arrears.”
- “Fees are negotiable and can be charged on a percentage of assets under advisement, a per participant fee, a fixed fee, or a combination of fee options.”
- “These fees are charged in arrears upon completion.”
How Ellsworth Advisors, LLC’s fees compare
- Its annual fee of $2,500-$150,000 spans the Ohio median of $5,000. 100% of the 79 other Ohio planners that publish an annual fee charge less.
- 2 of the 2 other planners in Hudson that publish an annual fee charge less.
About Ellsworth Advisors, LLC
- Firm size: 16 employees.
- Registered as an adviser: 2018 (8 years).
Planning areas mentioned in the brochure
- Retirement planning
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
- Clients
- 853
- Employees
- 16
- Works with
- Individuals, high net worth individuals, and businesses
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, pension consulting, selecting other advisers, and other services
- Assets managed
- $1,406,464,580
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 297464
- Phone
- (234) 200-0703
Can advise clients in 18 states: Alabama, Arizona, California, Colorado, Florida, Georgia, Illinois, Indiana, Massachusetts, Michigan, North Carolina, New Hampshire, New York, Ohio, Pennsylvania, South Carolina, Texas, Virginia
Other planners in Hudson that publish fees
- Epic Financial, LLCHudson$250/hr, $1,000
- Mev Value LLCHudson$200-$500/hr
- Nye Wealth Management LLCHudson$75-$250/hr, $2,500-$10,000
- Western Reserve Capital Management, LLCHudson$250/hr, $2,500-$4,000
Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.