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ELLEN J WEBBER, CFP
Ellen J Webber, CFP is a state-registered investment adviser. The firm manages $14 million in assets, $11 million on a discretionary basis. It has 2...
Overview
Ellen J Webber, CFP is a state-registered investment adviser. The firm manages $14 million in assets, $11 million on a discretionary basis. It has 2 employees and 1 investment adviser.
General information
Firm type
RIA
Principals
Ellen J. Webber
Principal, CERTIFIED FINANCIAL PLANNER™
Frequently asked questions
Does the firm make direct investments, or is it fund-focused?
There is no public record of direct investments in operating companies, real estate, or venture. The CFP operational model favors liquid public markets and commingled fund vehicles. If direct investments exist, they almost certainly occur outside the CFP structure through a distinct legal entity — a common pattern where the RIA handles marketable securities while a separate holding company, trust, or LLC houses private deals.
What is the known succession plan for the practice?
No succession plan is publicly disclosed. For a firm whose identity is a single named professional, continuity risk is real. Standard industry practice for CFP-led family offices involves grooming an internal successor, formalizing a buy-sell agreement with a larger RIA aggregator, or transitioning management to a next-generation family member who also holds a CFP or CFA charter.
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