Top financial advisors in Ellensburg, WA
We've curated a list of the best financial advisors in Ellensburg, take a look at it below.
| # | Company | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 | Assets under management $427,627,814 Number of advisors 15 advisors |
Commitment
We've gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don't directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.
Get matched with an advisorMethodology
To find the top financial advisors in Ellensburg, we first identified all firms registered with the SEC in the area. Rather than ranking firms purely by size, we excluded firms that don’t offer financial planning or portfolio management services, ensuring the list is relevant to individuals. We then ranked the remaining firms by assets under management (AUM) and the services they provide.
Comparing a company's EPS to industry averages and historical data provides a more comprehensive perspective. Still, other factors must also be considered, including the company’s growth prospects, industry dynamics, and the competitive landscape.
Trellis Advisors, LLC
Trellis Advisors, LLC is an SEC-registered investment adviser founded in 2005 by M. Ray Gilmour, offering financial planning, investment consulting, and discretionary investment management services. The firm operates on a fee-only basis, prioritizing clients' interests as fiduciaries. Clients engage Trellis for financial planning, asset allocation, investment policy development, and ongoing portfolio management. Trellis primarily implements investment recommendations with mutual funds, ETFs, and third-party money managers, with clients entering separate agreements with these managers. As of December 31, 2022, Trellis managed approximately $427.6 million of clients' assets on a discretionary basis. The firm charges fees based on a percentage of assets under management, with a minimum annual fee of $12,500. Fees are payable quarterly in advance and may be modified with 60 days' notice. Trellis does not charge performance-based fees and provides services to individuals, families, trusts, estates, and various entities. The firm's investment strategies focus on core/satellite asset allocation, utilizing passively and actively managed funds. Trellis employs asset allocation, fundamental analysis, and third-party manager analysis in formulating investment advice. Clients receive regular account reviews and reports, with investment discretion granted to Trellis. Trellis does not vote proxies on behalf of clients and maintains strict privacy policies to safeguard client information. For more information, visit www.TrellisAdvisors.com or contact 509-925-6080.
$427,627,814 under management
15 advisors
Fee structure
A percentage of assets under your management
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Selection Of Other Advisers
Commitment
We've gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don't directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.
Get matched with an advisorMethodology
To find the top financial advisors in Ellensburg, we first identified all firms registered with the SEC in the area. Rather than ranking firms purely by size, we excluded firms that don’t offer financial planning or portfolio management services, ensuring the list is relevant to individuals. We then ranked the remaining firms by assets under management (AUM) and the services they provide.
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