Ellis Financial Planning provides personalized financial planning and portfolio management services for individuals, high-net-worth clients, families, trusts, estates, and retirement plans. The firm offers several service tiers—Classic, Enhanced, Complete, and Summit—tailored to different levels of wealth and complexity. Services cover foundational planning, retirement planning, risk management, tax planning, and legacy planning. Ellis Financial Planning designs customized investment portfolios primarily using mutual funds and exchange-traded funds, and can also coordinate with external money managers. All new clients are generally required to use both financial planning and asset management services.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.24% |
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%.