Thomas Ellis
B&C Financial Advisors · Ponte Vedra Beach, Florida
Thomas Ellis is a fee-only financial advisor at B&C Financial Advisors in Ponte Vedra Beach, Florida. Thomas charges a percentage of assets (1.5% a year on the first tier of assets managed) and focuses on retirement planning and small business owners.
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Specialties
Who they serve
- Executives
- Retirees
Facts
| Firm | B&C Financial Advisors |
|---|---|
| Based in | Ponte Vedra Beach, Florida |
| Fee model | Percentage of assets |
| Fees (firm's website) | 1.5% a year on the first tier of assets managed |
| Assets under management | $626.0M across 1,331 accounts |
| SEC registration | Investment adviser representative in FL · CRD 4448624 |
| Exams passed | Series 63 (2001) · Series 65 (2010) |
| Firm size | 12 employees |
| Disclosures | None reported |
| Website | www.butenskycohen.com |
| Profile |
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Questions about Thomas
Is Thomas Ellis a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Thomas holds no broker registration, and B&C Financial Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Thomas charge for financial advice?
Thomas charges a percentage of assets.
How much does Thomas charge?
According to B&C Financial Advisors's website, checked October 30, 2026: 1.5% a year on the first tier of assets managed.
Where is Thomas Ellis based?
Thomas Ellis is based in Ponte Vedra Beach, Florida.
What does Thomas specialize in?
Thomas's specialties include retirement planning and small business owners. Thomas works with executives and retirees.
Is Thomas Ellis registered with the SEC?
Yes. Thomas Ellis is registered as an investment adviser representative in FL (CRD 4448624), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does B&C Financial Advisors manage?
B&C Financial Advisors reports $626.0M across 1,331 accounts in assets under management.
How do I contact Thomas Ellis?
Through Thomas's website, www.butenskycohen.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
- B&C Financial 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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