ELLIS Financial Planning
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$140,529,422
This total excludes 1 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Total clients
773
2% high-net worth
Total advisors
2
of 7 employees
Firm size
Supported
1-3 advisors or $200M+ in AUM
Average clients per advisor
387
Average account size
$181,797
Client services
Financial planning
Portfolio management
Pension consulting
Selection of other advisers
Fee options
Initial financial planning services fees: Complete $5,000 - $15,000; Enhanced $2,000 - $4,000; Classic $500 - $1,000. Ongoing financial planning services fees: Complete $1,199 - $8,499 per month; Enhanced $399 - $834 per month; Classic $167 - $299 per month.
$0+: Complete program: 1.49% $0+: Enhanced program: 1.59% $0+: Classic program: 1.69% $0+: Asset Management Services Only: 1.89%
Insurance commissions earned by advisory persons who are licensed insurance professionals, separate and in addition to advisory fees.
Up to $619 per hour for additional financial planning services beyond agreed programs.
Account minimum: $1,000,000
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Main office location
ELLIS Financial Planning
2681 Townsend Ct.
Clarksville TN 37043, United States
Number of offices
1
Quick links
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Website
931-905-0050
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