# Kathy Ellis

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

Page: https://find.wellspent.co/advisors/kathy-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
- **Credentials:** CFP
- **CRD:** 2537108 (https://adviserinfo.sec.gov/individual/summary/2537108)
- **SEC registration:** Investment adviser representative in TN
- **Exams passed:** Series 63 (1994)
- **Firm size:** 7 employees
- **Disclosures:** None reported
- **Website:** https://retireconfident.com

## Frequently asked questions

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

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

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

### Where is Kathy Ellis based?

Kathy Ellis is based in Clarksville, Tennessee.

### What credentials does Kathy Ellis hold?

Kathy Ellis holds the CFP credential.

### Is Kathy Ellis registered with the SEC?

Yes. Kathy Ellis is registered as an investment adviser representative in TN (CRD 2537108), 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 Kathy Ellis?

Through Kathy's website, retireconfident.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/2537108): 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.