Osaic Wealth
44yrs
Top advisor by experience in Allen
New
Ellen Seitzler
Financial advisor at Assetbuilder
Ellen Seitzler is a fiduciary financial advisor in Allen, Texas, registered since Nov 2025. Ellen has been with Assetbuilder since 2025. Assetbuilder offers financial planning and investment management and is paid through a percentage of assets and flat fees.
One of 156 advisors with offices in Allen, and one of 146 fiduciaries.
At a glance
ExperienceNew to the profession (since Nov 2025)
How that compares ?New to the profession
Office1050 South Central Expressway Suite 1140, Allen, TX 75013
FirmAssetbuilder
How the firm is paid ?Percent of assets, Flat fee
Typical client at the firm ?$1.07 million
Advisors at the firm9
States licensed ?1 state
Services through Assetbuilder
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutions
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 65Uniform Investment Adviser Law Examination
Career
- Dec 2025 – nowAssetbuilder, Inc.Current firm
Contact Ellen
(972) 535-4040Assetbuilder main office 1050 South Central Expressway Suite 1140Allen, TX 75013Office · Get directions
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Questions to ask Ellen
Tailored to Ellen’s registration and firm.
- Who on your team supports you, and who reviews the recommendations you make?
- What does a financial plan with you include, and how often is it updated?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Ellen
How do I contact Ellen?
Call Assetbuilder at (972) 535-4040 and ask for Ellen Seitzler. Ellen works from the Allen, TX office.
How long has Ellen been a financial advisor?
Ellen is new to the profession, registered since Nov 2025, and holds 1 license.
What licenses does Ellen hold?
Series 65. Tap any license on this page to see what it allows.
Is Ellen a fiduciary?
Ellen is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Ellen paid?
Assetbuilder reports being paid by a percentage of the assets they manage, flat or fixed fees. Ask Ellen for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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