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Overview

Services

Advisor Services

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Funds

Funds Used With Clients

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Firm Client types

Qualifications

Experience

No timeline events available.
Employer Years Dates
One Advisory Partners, LLC 1 year, 4 months Jan 2018 - Present
Sapphire Wealth Planning LLC 3 years, 4 months Jan 2016 - Present
Stepp & Rothwell, Inc. 1 year, 2 months Sep 2014 - Nov 2015
Barber Financial Group 5 years, 11 months Oct 2008 - Sep 2014
Are You
Melissa Jane Ellis?
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Designations & Memberships

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Articles and Answers

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Answers

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Licenses & Conducts

SEC
U.S. Securities and Exchange Commission
  • license status
    Registered
  • disclosures
    None
  • as of date
    Jan 1, 2019
FINRA
FINRA
  • license status
    Not registered
  • disclosures
    None
  • as of date
    Apr 1, 2019
Review the status and details of the disclosures noted above using the SEC's Investment Advisor Public Disclosure website:

Assets

Sapphire Wealth Planning LLC

Last updated on March 30, 2017
    • $2.5M
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 34
      Accounts
    • $73.5K
      Estimated Average Account Balance

Fees

Types of Compensation Arrangements

  • Percentage Of Assets
  • Fixed Fees
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