James Alfonso
Ellis Financial Planning · Clarksville, Tennessee
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.
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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 · CRD 5985662 |
| Exams passed | Series 66 (2016) |
| Firm size | 7 employees |
| Disclosures | None reported |
| Website | retireconfident.com |
How James'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 James
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.
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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