Eric Ellis
Ellis Financial Planning · Clarksville, Tennessee
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.
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Facts
| Firm | Ellis Financial Planning |
|---|---|
| Based in | Clarksville, Tennessee |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $180.7M across 891 accounts |
| SEC registration | Investment adviser representative in TN, TX · CRD 5314879 |
| Exams passed | Series 63 (2007) · Series 65 (2015) |
| Firm size | 7 employees |
| Disclosures | None reported |
| Website | retireconfident.com |
| Profile |
How Eric's firm compares
- Ellis Financial Planning's average account is about $203,000, from its Form ADV (assets managed divided by 891 accounts).
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Questions about Eric
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : 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 : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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