# Eric Ellis

> Eric Ellis is a fee-only financial advisor at Ellis Financial Planning in Clarksville, Tennessee. Ellis Financial Planning reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/eric-ellis/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** Ellis Financial Planning
- **Based in:** Clarksville, Tennessee
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $180.7M across 891 accounts
- **CRD:** 5314879 (https://adviserinfo.sec.gov/individual/summary/5314879)
- **SEC registration:** Investment adviser representative in TN, TX
- **Exams passed:** Series 63 (2007), Series 65 (2015)
- **Firm size:** 7 employees
- **Disclosures:** None reported
- **Website:** https://retireconfident.com

## Frequently asked questions

### Is Eric Ellis a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Eric holds no broker registration, and Ellis Financial Planning reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Eric charge for financial advice?

Eric's firm, Ellis Financial Planning, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Eric Ellis based?

Eric Ellis is based in Clarksville, Tennessee.

### Is Eric Ellis registered with the SEC?

Yes. Eric Ellis is registered as an investment adviser representative in TN and TX (CRD 5314879), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Ellis Financial Planning manage?

Ellis Financial Planning reports $180.7M across 891 accounts in assets under management.

### How do I contact Eric Ellis?

Through Eric's website, retireconfident.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/5314879): the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.