A complete list of active advisors currently associated with CS Ellis

Warmer can help you find a great advisor at CS Ellis or one who fits your needs even better.

CS Ellis provides financial planning, ongoing portfolio management, and advisor‑selection services to individuals and small businesses. The firm reports managing about $16.5 million across roughly 52 client relationships and delivers non‑discretionary portfolio management alongside hourly financial planning and consultation services. The firm’s investment approach emphasizes a personalized core portfolio aligned with each client’s risk tolerance and long‑term goals, with selective sector exposures and a smaller allocation to higher‑growth opportunities. CS Ellis uses public research sources (Morningstar, WSJ, IBD, YCharts, Simply Wall St.) and may employ third‑party managers or allocation programs, with transactions executed only after client approval under its non‑discretionary model. A distinctive aspect of the firm is its formal affiliations with other investment advisers and an insurance business: the principal is a licensed insurance agent who offers commissionable products, including fixed indexed annuities (notably Allianz Life), and the firm may act as a solicitor or refer clients to third‑party advisers and receive compensation for referrals. These insurance and referral relationships — which the brochure discloses and supports with due‑diligence materials for recommended advisers — are less common among independent firms and are identified as potential conflicts that the firm seeks to manage and disclose.

To learn more about the advisors currently working at CS Ellis, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.