Keith
Ellis

Shp Wealth Management, LLC

CRD#6441180
Investment Advisor
in Plymouth, MA

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About this Advisor

Keith Ellis is a financial advisor based in Plymouth, Massachusetts with a total of 8 years of industry experience. Ellis is an advisor for Shp Wealth Management, LLC. Throughout their career, Ellis has worked at Shp Financial, Gep Real Estate, D&K Partners, Keith Ellis & Associates, Shp Wealth Management LLC, Wagg Marketing, Eqis Capital Management, Wicked Fire Pizza and Four Hands, LLC. Ellis has a Series 65 license, qualifying them as an investment advisor representative, and is approved to operate in Massachusetts. Shp Wealth Management, LLC is an advisory company operating out of Plymouth, MA. The investment advisory business has offices in five locations and a total of 42 advisors. It oversees $906 million in total assets between its 5,079 accounts, placing it among the bigger investment advisory firms in the United States by assets under management. The firm serves three charitable organizations. Of its 5,079 customer accounts, just 2% are associated with high-net-worth individuals who have more than $1 million in investable assets. The advisory firm provides a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and educational seminars. A financial advisor's fees largely vary depending on which services the firm provides the client. Fee types billed by Shp Wealth Management, LLC likely consist of any blend of asset-based, hourly and other fees.

Certifications and Registrations

Series 65

Years Registered*

8 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Others

Office Location

225 Water St Suite C210
Plymouth, MA 02360

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Shp Wealth Management, LLC Brokerage Details

Total Assets Under Management

$905,687,204

MA Average: $16,012,751,954
Total Number of Employees

42

MA Average: 118
Total Number of Accounts

5,079

MA Average: 4,567
Average Account Size

$178,320

MA Average: $3,506,186

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops

Keith Ellis Work History

Keith has been registered as a financial advisor for 8 years.*

2021 - Present (3 years)

Wicked Fire Pizza

2021 - Present (3 years)

Four Hands, LLC

2015 - Present (9 years)

Shp Wealth Management LLC

2010 - Present (14 years)

D&K Partners

2008 - Present (16 years)

Keith Ellis & Associates

2007 - Present (17 years)

Gep Real Estate

2002 - Present (22 years)

Shp Financial

2018 - 2021 (3 years)

Wagg Marketing

2015 - 2015 (< 1 year)

Eqis Capital Management

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Keith Ellis to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Shp Wealth Management, LLC

Jack Tomczyk
Plymouth, MA
James Sferrazza
Plymouth, MA
David Layte
Plymouth, MA
Christopher Willis
Plymouth, MA
Mark Kenney
Plymouth, MA
Kyle Britton
Plymouth, MA
Owen Imparato
Plymouth, MA
Chase Reardon
Plymouth, MA

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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