They're highly accredited CFP® pros who bring expertise to all areas of your financial life.

Our clients tell us horror stories about financial planners who talk over them — or simply don’t listen. Couldn’t be us.

We believe in fee transparency. All packages are available for a flat fee — and clients can also pay over time.

Bonus reason? Joining today gets you one month free — and 50% off financial planning.

Use code PLANAHEAD

DISCLOSURES

**The “PLANAHEAD” promotional offer (the “Promotional Offer”) is offered to those who sign up for a monthly Ellevest plan on or before 11:59 PM EST on 12/31/2024 (the “Promotional Period”). This Promotional Offer cannot be applied to an annual Ellevest plan or existing Ellevest plan, and is only available to new Ellevest clients. This Promotional Offer is not valid in conjunction and cannot be combined with any other offers or promotions. Clients who enroll for a monthly Ellevest plan will pay no monthly Ellevest fee for the first month of their plan period, starting on the date the Ellevest Plan Terms and Conditions Agreement is acknowledged (the “Effective Date”). After 1 month from the Effective Date, the applicable fees for the Ellevest plan will be reinstated.

Ellevest reserves the right to refuse to award you the Promotional offer if it determines, in our sole discretion, that the promotion was claimed under wrongful or fraudulent circumstances, that your participation is against the spirit of the program, that making payment would constitute a violation of your Ellevest Plan Terms and Conditions Agreement or applicable federal or state law, or that incomplete or inaccurate information was provided. Ellevest reserves the right to end or modify any promotion at any time.

Ellevest fees and additional information can be found at www.ellevest.com. Other fees as described in Ellevest’s ADV Part 2 and the Ellevest Plan Terms and Conditions Agreement will continue to apply.

The information provided is current as of the date of this writing and for informational purposes only. It should not be relied upon as investment advice or recommendations, does not constitute a solicitation to buy or sell securities, and should not be considered specific legal or tax advice. Nothing contained herein may be relied upon as a guarantee, promise, assurance or a representation as to the future.

Investing entails risk, including the possible loss of principal, and past performance is not predictive of future results.

Ellevest, Inc. is an SEC-registered investment adviser. Registration with the SEC does not imply a certain level of skill or training. Ellevest fees and additional information can be found at www.ellevest.com.

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Ellevest - Three good reasons to join Ellevest

Bonus reason? Joining today gets you one month free — and 50% off financial planning.

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