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Design YOUR Plan

We create a personalized financial plan that is unique to you.

You have real questions.

We have real answers.

Phone: 931.905.0050

Contact Us Today

Ellis Financial Planning

2681 Townsend Ct.
Clarksville, TN 37043

T: 931.905.0050 |
F: 931.647.8654

Client Relationship Summary (CRS)

Firm Brochure (Form ADV Part 2A)

Brochure Supplement – Kathy Ellis, CFP® (Form ADV Part 2B)

Brochure Supplement – Eric Ellis (Form ADV Part 2B)

Important Disclosures

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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