Overview
Assets Under Management: $181 million
Headquarters: CLARKSVILLE, TN
High-Net-Worth Clients: 42
Average Client Assets: $2.2 million
Frequently Asked Questions
ELLIS FINANCIAL PLANNING is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #333092), ELLIS FINANCIAL PLANNING is subject to fiduciary duty under federal law.
ELLIS FINANCIAL PLANNING is headquartered in CLARKSVILLE, TN.
ELLIS FINANCIAL PLANNING serves 42 high-net-worth clients according to their SEC filing dated March 25, 2026. View client details ↓
According to their SEC Form ADV, ELLIS FINANCIAL PLANNING offers financial planning, portfolio management for individuals, portfolio management for institutional clients, pension consulting services, and selection of other advisors. View all service details ↓
ELLIS FINANCIAL PLANNING manages $181 million in client assets according to their SEC filing dated March 25, 2026.
According to their SEC Form ADV, ELLIS FINANCIAL PLANNING serves high-net-worth individuals, institutional clients, and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 42
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 52.16%
Average Client Assets: $2.2 million
Total Client Accounts: 891
Discretionary Accounts: 832
Non-Discretionary Accounts: 59
Regulatory Filings
CRD Number: 333092
Filing ID: 2082381
Last Filing Date: 2026-03-25 12:49:28