Melissa Ellis
Sapphire Wealth Planning LLC · Overland Park, Kansas
Melissa Ellis is a fee-only financial advisor at Sapphire Wealth Planning LLC in Overland Park, Kansas, who holds the CFP and CDFA credentials.
- $12M
- Firm assets managed
- $63,000
- Firm's average account
- 2009
- First securities exam
What Melissa focuses on
Who Melissa works with
- Divorced individuals
How does Melissa's firm compare?
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Sapphire Wealth Planning LLC's average account is about $63,000, from its Form ADV (assets managed divided by 185 accounts).
Questions about Melissa
Is Melissa Ellis a fee-only financial advisor?
Yes. Melissa Ellis is listed in the XY Planning Network directory (XYPN members are fee-only). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Melissa's firm.
How does Melissa Ellis charge for financial advice?
Melissa Ellis charges a percentage of assets and an ongoing planning fee.
How much does Melissa Ellis charge?
According to Sapphire Wealth Planning LLC's website, checked October 28, 2026: no asset minimum.
Where is Melissa Ellis based?
Melissa Ellis is based in Overland Park, Kansas.
What does Melissa Ellis specialize in?
Melissa Ellis's specialties include divorce financial planning. Melissa works with divorced individuals.
What credentials does Melissa Ellis hold?
Melissa Ellis holds the CFP and CDFA credentials.
Is Melissa Ellis registered with the SEC?
Yes. Melissa Ellis is registered as an investment adviser representative in KS, MO and TX (CRD 5605893), per SEC Investment Adviser Public Disclosure data as of October 27, 2026. The record lists disclosures; see the SEC record for details.
How much does Sapphire Wealth Planning LLC manage?
Sapphire Wealth Planning LLC reports $11.6M across 185 accounts in assets under management.
How do I contact Melissa Ellis?
Through Melissa Ellis's website, sapphirewealthplanning.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
The full record
| Firm | Sapphire Wealth Planning LLC |
|---|---|
| Based in | Overland Park, Kansas |
| Fee model | Percentage of assets · Ongoing planning fee |
| Fees (firm's website) | No asset minimum |
| Assets under management | $11.6M across 185 accounts |
| Credentials | CFP · CDFA |
| SEC registration | Investment adviser representative in KS, MO, TX · CRD 5605893 |
| Exams passed | Series 66 (2009) |
| Firm size | 2 employees |
| Disclosures | Reported; see the SEC record |
| Website | sapphirewealthplanning.com |
| Profile |
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Other fee-only advisors in Overland Park
Where this information comes from
- XY Planning Network directory listing : XYPN members are fee-only
- Sapphire Wealth Planning LLC website : specialties, clients served, and fees, checked October 28, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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