CS Ellis fees and pricing

Financial planner in Irwin, Pennsylvania. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated April 27, 2026, CS Ellis charges $300 an hour for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed April 27, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate: $300/hr; “Depending upon the complexity of the situation and the needs of the client, the hourly fee for these services is $300.00 billed in fifteen-minute increments.”

Payment and refund terms, quoted from the fee section of the brochure.

“At the time that the Client Agreement is signed each client chooses to have their fee billed on a quarterly or monthly basis.”
“The fee is collected in advance, and clients may terminate their contracts with thirty days' written notice.”
“Refunds are given on a prorated basis, based on the number of days remaining in a quarter at the point of termination.”

Its hourly rate of $300 is above the Pennsylvania median of $250. 57% of the 267 other Pennsylvania planners that publish an hourly rate charge less.

Solo practice: one person runs the firm, so you work directly with the planner.
Credentials named in the brochure: CFP®.
Registered as an adviser: 2026.

How the firm is paid: Hourly fees, percentage of assets under management
Charges a % of assets: Yes
Highest asset based fee in brochure: 2.5% a year
Clients: 52
Employees: 1
Works with: Individuals and high net worth individuals
Services reported to regulators: Financial planning, portfolio management for individuals and small businesses, and selecting other advisers
Assets managed: $16,521,308
Registered with: State securities regulators
Disciplinary disclosures: None reported
SEC CRD number: 336094
Website: csellis.com (opens in new tab)
Phone: (412) 719-7958

Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.