Melissa Ellis, CFP®, CDFA Sapphire Wealth Planning LLC
- 11863 W. 112th St Suite 100, Overland Park, KS 66210
- (913) 444-9622
- http://www.SapphireWealthPlanning.com
About Melissa Ellis, CFP®, CDFA, MS
Melissa is a Certified Financial Planner ™, Certified Divorce Financial Analyst ™and holds a Masters degree in Personal Financial Planning from the University of MO-Columbia. You can see why Melissa is highly qualified to help clients with their financial planning needs! I am often asked, “How do I save for my children’s college fund, my own retirement and the luxuries that I enjoy, like vacations? How do you balance all of that?” Building a plan with the strategy to live your best life and maximizing your hard-earned dollars with careful tax planning & cash flow management is the key. Contact Melissa to book your strategy session!
Disclosure
The annual XYPN membership fee paid by this firm is in consideration of a variety of services and benefits provided by XYPN to its advisor members - including the ability to be listed in this Directory. For a complete description of current XYPN member benefits, please refer to the Membership Benefits section of this website. For current membership pricing, please refer to the Pricing section.
XYPN, due to the compensation it receives from advisors in the form of the annual membership fee, has an incentive to list only these such advisors in the Directory. This creates a material conflict of interest.
Ideal Clients
- College Planning
- Gen X
- Travel Enthusiasts
- Women in Transition
Ways Advisor Charges
- Monthly Fee
- Quarterly Fee
- Assets Under Management
Fee Options
- Monthly Fee: $295/mo + AUM
- Quarterly Fee: $875/qtr
- AUM: 1.0%
SEC Records
Disclosure
The annual XYPN membership fee paid by this firm is in consideration of a variety of services and benefits provided by XYPN to its advisor members - including the ability to be listed in this Directory. For a complete description of current XYPN member benefits, please refer to the Membership Benefits section of this website. For current membership pricing, please refer to the Pricing section.
XYPN, due to the compensation it receives from advisors in the form of the annual membership fee, has an incentive to list only these such advisors in the Directory. This creates a material conflict of interest.
