Larry Ellis
Values First Advisors · Johnson City, Tennessee
Larry Ellis is a fee-only financial advisor at Values First Advisors in Johnson City, Tennessee, who holds the CFP credential. Values First Advisors reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Values First Advisors |
|---|---|
| Based in | Johnson City, Tennessee |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Works virtually | Yes |
| Assets under management | $215.4M across 1,455 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in FL, TN, TX · CRD 5310413 |
| Exams passed | Series 65 (2006) |
| Firm size | 12 employees |
| Disclosures | None reported |
| Website | www.valuesfirstadvisors.com |
| Profile |
How Larry's firm compares
- Values First Advisors's average account is about $148,000, from its Form ADV (assets managed divided by 1,455 accounts).
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Questions about Larry
Is Larry Ellis a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Larry holds no broker registration, and Values First Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Larry charge for financial advice?
Larry's firm, Values First Advisors, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Does Larry work with clients virtually?
Yes. Values First Advisors says on its website that it works with clients remotely.
Where is Larry Ellis based?
Larry Ellis is based in Johnson City, Tennessee.
What credentials does Larry Ellis hold?
Larry Ellis holds the CFP credential.
Is Larry Ellis registered with the SEC?
Yes. Larry Ellis is registered as an investment adviser representative in FL, TN and TX (CRD 5310413), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Values First Advisors manage?
Values First Advisors reports $215.4M across 1,455 accounts in assets under management.
How do I contact Larry Ellis?
Through Larry's website, www.valuesfirstadvisors.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
- Values First Advisors website : specialties, clients served, and fees, checked October 30, 2026
- 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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