Advisor at Retirement Plans, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Hense Ellis is a financial advisor at Retirement Plans, LLC with 10 years of industry experience. He holds a Series 66 designation and has previously worked at Foundations Investment Advisors LLC and Insight Investments. Outside of his advisory role, he is the managing member of Gilmer Hills Holdings, LLC, a non-investment related business. Retirement Plans, LLC serves individual investors and small businesses with retirement-focused financial planning and investment management. The firm emphasizes a risk-controlled, diversified asset allocation using ETFs and considers market cycles and valuations, typically operating on a non-discretionary basis with a focus on client education and written communications.
Based on Retirement Plans, LLC
Based on Retirement Plans, LLC
1.20% annually (0.10% per month)
Hourly rate $120 per hour, paid in advance for agreed upon hours
Account minimum: $100,000 Fee-only: Fee based on percentage of assets under management; no commissions or sales charges
Auburn, AL
Alabama
Retirement Plans, LLC
2022 - Present (4 years)
Foundations Investment Advisors LLC
2019 - 2022 (3 years)
Insight Investments
2014 - 2019 (5 years)
Gilmer Hills Holdings, LLC
1997 - Present (29 years)
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