Ellis Financial Planning provides personalized financial planning and investment management services. All new clients are required to receive both services. Investment advice is tailored to each client's goals. The firm primarily uses mutual funds and ETFs, but may also invest in other securities. Ellis Financial Planning may recommend unaffiliated money managers. Clients can choose from Complete, Enhanced, or Classic service levels.
Assets Under Management$140M
Clients774
Advisors4
Avg. per Client$180K
Avg. per Advisor$35M
Fee Structure
Minimum Investment:$1M
Planning is included in investment management
Ellis Financial Planning charges a percentage of your portfolio each month. The rate depends on the service level you choose:
- Complete — 1.49% per year
- Enhanced — 1.59% per year
- Classic — 1.69% per year
- Investment Management Services Only — 1.89% per year
Fees are deducted from your account monthly.
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