Ellis Financial Planning

RIASEC RegisteredEst. 2024

Total AUM

$181M

Discretionary

$158M

87% of AUM

Avg account

$203K

Accounts

891

Employees

Advisory reps

Firm details

Headquarters: Clarksville, Tennessee
CRD number: 333092
Registered since: September 30, 2024
Website: retireconfident.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI52.16%
Individuals47.71%
Corporations / Businesses0.13%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Ellis Financial Planning is an independent registered investment adviser organized as a limited liability company and registered with the SEC in 2024. Ownership is held individually rather than by a firm network, and the firm identifies itself as a capital allocator that combines advisory work for private clients with institutional mandates. The firm serves both individuals and families as well as institutional clients, offering financial planning alongside portfolio management for individuals, small businesses and institutions. Its services include pension consulting and the selection of third‑party advisers. Compensation is flexible: Ellis Financial Planning charges based on a percentage of assets under management and also offers hourly and fixed‑fee arrangements. The firm does not position itself as an active ESG investor.