Melissa Ellis
Melissa Ellis is a CFP-designated registered investment advisor at Sapphire Wealth Planning LLC, based in Overland Park, KS, with 16 years of industry experience. Melissa operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Divorce Planning, Education Planning, Estate Planning, Financial Planning & Coaching, and 8 more. Their firm serves 86 clients with $9.1M 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 | 1.00% |
Fees are negotiable. This is in addition to a $4,100 annual fee for the financial plan.
Fee Estimator
Contact
Melissa Ellis
Location
11863 W. 112th St, Suite 100, Overland Park, KS, 66210
Get directionsHistory
Regulatory History (1)
Regulatory
August 2022Other Business Activities
Melissa is the President of Sapphire Divorce Planning Solutions, LLC, where she helps couples and individuals planning their divorce. This non-investment related activity takes about 10-20% of her time.
Employment History
Current Registrations
Sapphire Wealth Planning LLC
Previous Registrations
One Advisory Partners, LLC
Sapphire Wealth Planning LLC
Stepp & Rothwell INC
Barber Financial Group
National Planning Corporation ("npc of America" in Fl & Ny)
National Planning CorporationBroker
State Registrations3 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.