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Ellen Debra Ginsberg

Investment adviser representative at Harbor Asset Planning, Inc.
19 yearsExperience
4 statesRegistered in
$187.3MFirm assets
2 yearsFirm in business

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsHourlyFixed or flat fee

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management

Experience

19 years in the industry.

  1. Harbor Asset Planning, Inc.Aug 2007 to now

Exams passed

  • Series 66 · Uniform Combined State Law2006

State registrations

Registered as an investment adviser representative in 4 states (MA, MD, TX, VA).

Harbor Asset Planning, Inc.

$187.3MAssets managed
99Clients
2Advisers
2 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
5195589
Firm CRD
144944
Advisor's SEC record (opens in a new tab)
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