# Ellis Financial Planning

Ellis Financial Planning is a RIA.

## Overview

- **Organization type:** RIA
- **Assets under management:** Undisclosed
- **Website:** https://ellisfinancialplanning.com
- **LinkedIn:** https://www.linkedin.com/company/retireconfident

## Regulatory record

- **CRD number:** 333092
- **SEC file number:** 801-131209
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/333092

## About

ELLIS FINANCIAL PLANNING is an SEC-registered investment adviser in CLARKSVILLE, TN, registered since 2024. The firm manages $181 million in assets, $158 million on a discretionary basis. It has 7 employees and 3 investment advisers.

## Questions

### Who runs Ellis Financial Planning?

No named principals or key executives are publicly associated with Ellis Financial Planning. The firm has not published a team page or identified an investment committee through public records.

### What is Ellis Financial Planning's investment strategy?

The firm has not disclosed an investment strategy. Without a publicly available Form ADV, offering documents, or portfolio disclosures, its asset allocation, sector preferences, and stage mandates remain unknown.

### Does Ellis Financial Planning take outside capital?

Unknown. Without regulatory disclosures or a public investment vehicle, it is unclear whether the firm manages proprietary capital, external client assets, or both.

### Where is Ellis Financial Planning located?

No physical address or jurisdiction of operation is publicly documented for Ellis Financial Planning.

## Related profiles

- [WEALTH BEING ADVISORS LLC](https://altss.com/profile/wealth-being-advisors-llc)

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Last updated: 2026-07-06T01:24:15.921Z

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