Michele Wieber
Ellis Financial Planning · Clarksville, Tennessee
Michele Wieber 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 5606059 |
| Exams passed | Series 66 (2010) |
| Firm size | 7 employees |
| Disclosures | None reported |
| Website | retireconfident.com |
How Michele'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 Michele
Is Michele Wieber a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Michele 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 Michele charge for financial advice?
Michele's firm, Ellis Financial Planning, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Michele Wieber based?
Michele Wieber is based in Clarksville, Tennessee.
Is Michele Wieber registered with the SEC?
Yes. Michele Wieber is registered as an investment adviser representative in TN (CRD 5606059), 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 Michele Wieber?
Through Michele'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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