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Michele Wieber

Ellis Financial Planning
15 Years of Experience
Clarksville, TN
View SEC Summary
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Michele Wieber is a registered investment advisor at Ellis Financial Planning, based in Clarksville, TN, with 15 years of industry experience. Michele 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.

Ellis Financial Planning
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
4 advisors
Number of Clients
331 clients
Average Client Portfolio
$546K average
Assets Under Management
$180.7M

Fee Structure

Minimum Investment:$1M
Planning is included in investment management
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.24%

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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
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Location

2681 Townsend Ct., Clarksville, TN, 37043

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Michele works as an associate/employee in operations for Ellis & Company Retirement Strategists. This takes about half of Michele's time, including during trading hours.

Employment History
Current Registrations
Ellis Financial Planning
December 2024 - Present · 1 yr 10 mos
Previous Registrations
Raymond James Financial Services Advisors, INC
January 2019 - October 2024 · 5 yrs 9 mos
Raymond James Financial Services, INC.Broker
April 2017 - October 2024 · 7 yrs 6 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
April 2012 - April 2017 · 5 yrs
Merrill Lynch, Pierce, Fenner & Smith Incorporated
April 2012 - April 2017 · 5 yrs
Raymond James Financial Services Advisors, INC
March 2010 - June 2011 · 1 yr 3 mos
Raymond James Financial Services, INC.Broker
December 2009 - June 2011 · 1 yr 6 mos
State Registrations1 state
TN
Advisor

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
No exam information available for this advisor.
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