Matthew Ellis
Common Cents Planning · Glen Mills, Pennsylvania
Matthew Ellis is a fee-only financial advisor at Common Cents Planning in Glen Mills, Pennsylvania, who holds the CFP credential. Common Cents Planning reports charging a percentage of assets and hourly fees on its Form ADV.
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Facts
| Firm | Common Cents Planning |
|---|---|
| Based in | Glen Mills, Pennsylvania |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Assets under management | $542.4M across 1,431 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in PA, TX · CRD 5588159 |
| Exams passed | Series 63 (2008) |
| Firm size | 8 employees |
| Disclosures | None reported |
| Website | www.commoncentsplanning.com |
| Profile |
How Matthew's firm compares
- Common Cents Planning's average account is about $379,000, from its Form ADV (assets managed divided by 1,431 accounts).
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Questions about Matthew
Is Matthew Ellis a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Matthew holds no broker registration, and Common Cents Planning reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Matthew charge for financial advice?
Matthew's firm, Common Cents Planning, reports charging a percentage of assets and hourly fees on its SEC Form ADV.
Where is Matthew Ellis based?
Matthew Ellis is based in Glen Mills, Pennsylvania.
What credentials does Matthew Ellis hold?
Matthew Ellis holds the CFP credential.
Is Matthew Ellis registered with the SEC?
Yes. Matthew Ellis is registered as an investment adviser representative in PA and TX (CRD 5588159), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Common Cents Planning manage?
Common Cents Planning reports $542.4M across 1,431 accounts in assets under management.
How do I contact Matthew Ellis?
Through Matthew's website, www.commoncentsplanning.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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