A complete list of active advisors currently associated with ELLIS Financial Planning

Warmer can help you find a great advisor at ELLIS Financial Planning or one who fits your needs even better.

Ellis Financial Planning provides personalized full-service financial planning and asset management to individuals, high‑net‑worth clients, families, family offices, trusts, estates, private foundations and retirement plans. The firm requires new clients to receive both planning and asset management and delivers advice on both discretionary and non‑discretionary bases. The firm follows a planning‑first process—“Understand You,” “Design Your Plan,” “Get You Going,” and “Help You Stay on Track”—using the financial plan to set portfolio asset allocation and ongoing investment strategy. Ellis emphasizes diversified, allocation‑driven portfolios rather than attempting to “beat the market,” and typically implements strategies using registered mutual funds and ETFs while also employing equities, fixed income, REITs, private/alternative funds and structured notes when appropriate; it may also recommend external managers for portions of client assets. Ellis operates as a small advisor team that serves roughly 330 clients with four advisors, a client‑to‑advisor load that is materially higher than most peer team firms. The firm offers tiered service programs (Summit, Complete, Enhanced, Classic), coordinates with clients’ other professionals, conducts at least annual reviews, and uses an institutional custodial platform to support trading, reporting and operational needs.

To learn more about the advisors currently working at ELLIS Financial Planning, 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.