Eric Ellis is a registered investment advisor at Ellis Financial Planning, based in Clarksville, TN, with 18 years of industry experience. Eric operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 331 clients with $180M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.24% |
Rates vary by program level: Summit is 0.69%, Complete is 0.79%, Enhanced is 0.89%, Classic is 0.99%, and standalone asset management is 1.24%.
Fee Estimator
Location
2681 Townsend Ct., Clarksville, TN, 37043
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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 Activities
Eric is an associate/employee and chief of staff for Ellis & Company Retirement Strategists, a branch support company, dedicating minimal time. He also serves as the Secretary for Ellis & Company, Inc., the support company's corporation, spending a few hours per week.
Employment History
Current Registrations
Ellis Financial Planning
Previous Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Transamerica Capital, INC.Broker
Morgan Keegan & Company, INC.Broker
Jackson National Life Distributors LLCBroker
State Registrations2 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.
Exams
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