Matthew Ellis
Matthew Ellis is a CFP-designated registered investment advisor at Common Cents Planning, based in Glen Mills, PA, with 17 years of industry experience. Matthew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Investment Management, and 2 more. Their firm serves 463 clients with $540M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $1.0M | 0.85% |
| $1.0M - $5.0M | 0.75% |
| $5.0M - $7.0M | 0.65% |
| $7.0M - $10.0M | 0.55% |
| $10M+ | 0.45% |
Fees for households over $25 million are negotiable.
Fee Estimator
Location
239 Baltimore Pike, Glen Mills, PA, 19342
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
Matthew sells fixed insurance products and co-owns Eli Cash Properties LLC, a real estate entity. He also co-owns and is president of Planning Directions, Inc. (RIA) and Common Cents Planning, Inc., dedicating about half of his time to the latter, which facilitates securities, advisory, and insurance business.
Employment History
Current Registrations
Common Cents Planning
Previous Registrations
Commonwealth Financial Network
Commonwealth Financial NetworkBroker
Vanguard Marketing CorporationBroker
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.