Firm
Ellis Financial Planning
Clarksville, Tennessee
Fee-only
Ellis Financial Planning at a glance
- One of 180 fee-only firms based in Tennessee in the Wellspent graph.
- 4 advisors are listed here; 1 of 4 hold the CFP.
- Its Form ADV reports 7 employees and 330 individual clients, 42 of them high net worth.
- Its average account is about $203,000 (assets it manages divided by its 891 accounts).
Fee-only advisors in Tennessee · What fee-only advisors charge in Tennessee
Facts
| Based in | Clarksville, Tennessee |
|---|---|
| Website | retireconfident.com |
| Phone | (931) 905-0050 |
Ellis Financial Planning fees
Ellis Financial Planning doesn't publish its prices on its website, or we couldn't confirm them word for word. Ask for its Form ADV Part 2A, which must describe its fees.
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets · Hourly · Fixed fees |
|---|---|
| Assets managed | $181 million |
| Individual clients | 288 |
| High-net-worth clients | 42 |
| Accounts managed | 891 |
| Employees | 7 |
| Planning clients | 251-500 |
| Registered with | The SEC (801-131209) |
| Financial planning | Offered |
| Form ADV filed | March 25, 2026 |
| SEC record | CRD 333092 |