Ellis Financial Solutions LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 30, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee

$150⁠-⁠$500

“A separate fixed fee ranging from $150 to $500 will apply for each annual update, depending on the scope and complexity of the update required.”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Ellis Financial Solutions LLC bills

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

• “Fees are negotiable and some fees may vary by Client for similar services.”
• “Annualized fees are billed on a pro-rata basis quarterly in arrears based on the value of the account(s) on the last day of the billing period.”
• “Fees are negotiable and will be deducted from the client account(s).”

How Ellis Financial Solutions LLC’s fees compare

• Its flat or project fee of $150-$500 is below the Colorado median of $5,250. 2% of the 214 other Colorado planners that publish a flat or project fee charge less.
• None of the 5 other planners in Longmont that publish a flat or project fee charge less.

About Ellis Financial Solutions LLC

• Principal: Aaron Locker
• Solo practice: one person runs the firm, so you work directly with the planner.
• Registered as an adviser: 2025.

Planning areas mentioned in the brochure

• Retirement planning
• Estate planning
• College planning
• Business owners
• Cash flow and budgeting

Firm details from Form ADV

How the firm is paid

Fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

0.65% a year

Employees

1

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, pension consulting, and selecting other advisers

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

337847

Website

ellisfinancialsolutionsllc.com (opens in new tab)

Phone

(720) 494-2552

Other planners in Longmont that publish fees

• Best Life Financial Planning, LLCLongmont$200/hr, $1,000⁠-⁠$7,000
• Boulder Financial Planning CompanyLongmont$450/hr, $1,000⁠-⁠$10,000
• Momentum Financial Planning LLCLongmont$3,299, $349⁠-⁠$478/mo
• MoneyfullLongmont$250⁠-⁠$450/hr
• My Wealth PlannersLongmont$10,000/yr
• Prosperity Investment Advisors, Inc.Longmont$195/hr

Compare all 9 planners in Longmont