# James Alfonso

> James Alfonso 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/james-alfonso/
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:** 5985662 (https://adviserinfo.sec.gov/individual/summary/5985662)
- **SEC registration:** Investment adviser representative in TN
- **Exams passed:** Series 66 (2016)
- **Firm size:** 7 employees
- **Disclosures:** None reported
- **Website:** https://retireconfident.com

## Frequently asked questions

### Is James Alfonso a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: James 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 James charge for financial advice?

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

### Where is James Alfonso based?

James Alfonso is based in Clarksville, Tennessee.

### Is James Alfonso registered with the SEC?

Yes. James Alfonso is registered as an investment adviser representative in TN (CRD 5985662), 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 James Alfonso?

Through James's website, retireconfident.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/5985662): 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.