EL
EL

Ellen Ludewig

2 Years of Experience
Deland, FL
Broker

Ellen Ludewig is a registered investment advisor at Fleishel Financial Associates, INC., based in Deland, FL, with 2 years of industry experience. Ellen is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Financial Planning & Coaching, and 4 more.

Compensation
Fixed/Hourly
Firm Size
3 advisors
Number of Clients
Not specified
Average Client Portfolio
Not specified

Fee Structure

Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.25%

Rate applies to retirement plan asset allocation services and is negotiable up to a maximum of 2.25% per year. Investment management services are provided through an affiliated firm.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

812 North Woodland Blvd., Deland, FL, 32720

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Fleishel Financial Associates, INC.
March 2026 - Present · 8 mos
Raymond James Financial Services, INC.Broker
April 2024 - Present · 2 yrs 7 mos
State Registrations1 state
FL
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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