• Taking your wealthplanning to heart.

Our Services

Specialty
Investment Management

Investment Management

We are proud to be a Dimensional Fund Advisor, offering smart, passively managed,...
Investment Advisory

Investment Advisory

When Ellis Wealth Advisors serves as your comprehensive investment manager, we become...
Financial Planning

Financial Planning

It’s never too late — or too early — to form a plan. Of course life doesn’t always...
Financial Consulting

Financial Consulting

We offer stand-alone, $200/hour verbal consultations to address particular issues.
  • Investment Management
  • Investment Advisory
  • Financial Planning
  • Financial Consulting
  • Investment Management

    We are proud to be a Dimensional Fund Advisor, offering smart, passively managed, institutional-level investment solutions to individual investors.

    Service Snapshot

    Ellis Wealth Advisors, LLC helps you articulate what you want out of life. Then we guide you in adopting a sensible investment strategy to pursue it, with investment portfolio management services based on your unique goals, objectives, time horizon and risk tolerance. Critical components include:

    • -->Your Investment Policy Statement
    • -->Our recommended investment strategy
    • -->Your goals and risk tolerance reflected in recommended asset allocations
    • -->Ongoing monitoring and adjustments as needed to remain on target

    Let's Get Acquainted

    We offer a complimentary "Get Acquainted" meeting to describe our services, and to see if our services are right for you.

    Contact

  • Investment Advisory

    When Ellis Wealth Advisors serves as your comprehensive investment manager, we become your full-service ally as, together, we plan, implement and monitor your investment portfolio in accordance with your personal goals and risk tolerance.

    But where can you turn for affordable, objective advice if your investment advisory needs are minimal or specialized? Investment Advisory may be the right fit for you.

    For a competitive 0.25 percent annual fee on assets under advisement, we'll help you establish initial portfolio allocations that make sense for you, and touch base with you quarterly to assist you with assessing and managing your ongoing performance. By offering periodic, cost-effective guidance, we help position you to manage your personal investments with improved understanding. This is also an appropriate service for investments in 401K or 403B plans with limited investment choices. Under all of our services, an advisor will be available at all times to answer your questions or concerns regarding your portfolio.

    Let's Get Acquainted

    We offer a complimentary "Get Acquainted" meeting to describe our services, and to see if our services are right for you.

    Contact

  • Financial Planning

    It’s never too late — or too early — to form a plan. Of course life doesn’t always play along, but with no guiding light, how do you know whether you’re approximately on course or whether it may be time to make important adjustments? Whether you seek a comprehensive financial plan or you want to address particular goals, Ellis Wealth Advisors, LLC has the process, expertise, alliances and solutions to guide you.

    Comprehensive Financial Plans

    Our comprehensive plans begin with an initial, no-obligation consultation. Should you decide to proceed, we gather key financial paperwork from you and explore your goals and objectives in more detail. Information-gathering is followed by careful analysis and continued strategizing. Finally, we present you with a comprehensive, written plan to guide you in achieving your financial goals through successful management of your assets, liabilities and income. Our comprehensive plans come in two flexible formats:

    • Individual PlansFor a single individual and his or her dependents, typically 10-20 hours.
    • Family PlansFor couples (including non-traditional relationships) and their dependents, typically 15-25 hours.

    Let's Get Acquainted

    We offer a complimentary "Get Acquainted" meeting to describe our services, and to see if our services are right for you.

    Contact

  • Financial Consulting

    We offer stand-alone, $200/hour verbal consultations to address particular issues.

    Hourly Financial Advice

    You may have one-off financial questions for which you would like professional advice. For this, we offer stand-alone, $200/hour verbal consultations to address particular issues.

    • Example 1:My insurance agent has recommended an annuity called XYZ Guaranteed. What do you think?
    • Example 2:I’m thinking about refinancing my home or taking out a home equity loan. What should I consider before I decide?
    • Example 3: Should I convert some or all of my traditional IRA assets to a Roth IRA?

    Let's Get Acquainted

    We offer a complimentary "Get Acquainted" meeting to describe our services, and to see if our services are right for you.

    Contact

  • Investment Management
  • Investment Advisory
  • Financial Planning
  • Financial Consulting

About Us

demo

demo

Robert K. Ellis, CFA, CFP®

Robert “Bob” Ellis is managing member at Ellis Wealth Advisors, LLC, bringing to his firm more than two decades of experience in the institutional investment business and several years’ experience as a private investor and working with individual clients.

Full Bio