A complete list of active advisors currently associated with Ellis Financial Solutions LLC

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

Ellis Financial Solutions LLC provides investment management, ongoing financial planning, and retirement plan consulting and management to individuals, high‑net‑worth clients, and employer plan sponsors. The firm discloses that it offers ERISA‑focused fiduciary services for retirement plans and reported $0 in discretionary and non‑discretionary assets under management as of December 31, 2025. The firm’s investment process is built around an asset‑allocation framework informed by modern portfolio theory and employs a mix of passive and active mutual funds and ETFs; when appropriate it implements Schwab Model Portfolios and generally manages accounts on a discretionary basis with quarterly reviews. Clients receive written financial plans and the firm provides ongoing monitoring, model selection oversight, and implementation support for plan fiduciaries. Ellis Financial Solutions’ brochure highlights several uncommon features for its peer group: a disclosed business connection to a bookkeeping and tax‑preparation firm (Ellis Bottom Line Bookkeeping) — noted as a potential conflict of interest with no referral compensation paid — and a stated allocation of up to 50% of the principal’s normal trading‑hour time to that activity. The firm also emphasizes pension consulting and the selection and evaluation of other advisers and vendors for retirement plans (including vendor searches, IPS development, and 3(38) investment manager services), services that are less common among investment‑manager peers.

To learn more about the advisors currently working at Ellis Financial Solutions LLC, 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.

Name	Location	Years of experience
Aaron Locker	Longmont, CO	4

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