Christopher Ellis is a registered investment advisor at Think Ahead Financial Planning, based in Groton, MA. 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 1 more.
Compensation
Firm Size
IM Fee
Fee Structure
For ongoing financial planning, Think Ahead Financial Planning charges between $1,000 and $3,000 for the initial plan, then a quarterly fee of $1,000 to $3,000. The fee depends on the complexity of your situation, your net worth, and your income. Fees are negotiable.
For specific projects, Think Ahead Financial Planning charges a fixed fee between $1,000 and $5,000, depending on the scope and complexity. The fee is negotiable. For fees under $2,000, payment is due upon completion. For fees of $2,000 or more, half is due when half the work is done, and the rest upon completion.
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
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