Michael Ellison
Michael Ellison is a registered investment advisor at Retirement Planning Solutions, LLC, based in Louisville, KY, with 32 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 1,066 clients with $380M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
RPS Advisory Solutions charges a negotiable fee for investment management services, up to a maximum of 2.50% of the average daily balance of your account each month. The exact fee depends on the specific advisory program and may be negotiable. In addition to the investment advisory fee, RPS also charges a technology fee of up to $100 per month, which is also negotiable.
Location
3432 Stony Spring Circle, Louisville, KY, 40220
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Michael is involved in several business activities, including serving as president of Nettworth, Inc. and RPS Risk Management, LLC (overseeing insurance sales), and managing MJE Enterprises LLC and RPS Tax Management, LLC. He also works full-time as an Investment Adviser Representative for Silver Oak Securities, Inc.
Employment History
Current Registrations
Retirement Planning Solutions, LLC
Silver Oak Securities, IncorporatedBroker
Previous Registrations
Magnate Advisory Services, LLC
First Allied Advisory Services, INC.
First Allied Securities, INC.Broker
First Allied Securities, INC.
Fsc Securities Corporation
Fsc Securities CorporationBroker
Investacorp, INC.Broker
Securities America, INC.Broker
Allmerica Investments, INC.Broker
Jefferson Pilot Securities CorporationBroker
Wma Securities, INC.Broker
Washington Square Securities, INC.Broker
Pml Securities CompanyBroker
American United Life Insurance CompanyBroker
Aul Equity Sales CORP.Broker
Metlife Securities INC.Broker
Metropolitan Life Insurance CompanyBroker
State Registrations5 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.