Christopher Ellis is a registered investment advisor at Think Ahead Financial Planning, based in Groton, MA, with 1 years of industry experience. Christopher 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, Insurance Planning, and 2 more.
Compensation
Firm Size
IM Fee
Fee Structure
Think Ahead Financial Planning charges an ongoing planning fee ranging from $1,000 to $3,000 for the initial financial plan development, followed by a quarterly fee ranging from $1,000 to $3,000 paid in arrears. Fees vary based on overall complexity, net worth, and income, and include regular reviews and at least annual reassessments of your financial position.
- Project-based limited engagements — $1,000 to $5,000 depending on the scope and complexity of the specific project
- Hourly consulting — $250 per hour for specific questions or occasional guidance
Location
Groton, MA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Think Ahead Financial Planning
State Registrations1 state
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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