ELLIS FINANCIAL PLANNING

Legal name: GOOD STEWARD WEALTH ADVISERS LLC

CRD 333092File 801-131209

APPROVED

Retail clients

Custody

Filing as of Mar 25, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$180.7M

Bottom 25% of cohort (national)

Discretionary AUM

$157.6M

Non-discretionary $23.1M

Clients

331

891 accounts

Employees

Bottom 25% of cohort in TN

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: ARO
Registration date: Sep 30, 2024
Principal office: 2681 TOWNSEND CT., CLARKSVILLE, TN, 37043
Phone: 931-905-0050
Website: https://www.instagram.com/retire_confident?igsh=MW9oNHJjZXQycD10cg==

Assets & accounts

ADV Item 5F

Total regulatory AUM: $180.7M
Discretionary AUM: $157.6M
Non-discretionary AUM: $23.1M
Discretionary accounts: 832
Non-discretionary accounts: 59
Total accounts: 891
AUM per client: $546K

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other	Fewer than 5	$229K
High net worth individuals	42	$94.3M
Individuals (other than high net worth individuals)	288	$86.2M

Compensation & activities

ADV Items 5E, 5G

Compensation

Fixed fees
Hourly charges
A percentage of assets under your management

Advisory activities

Financial planning services
Selection of other advisers
Portfolio management for other
Portfolio management for businesses
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: Yes
Firm Custody Assets: No
Firm Custody Clients: No
Firm Custody Securities: No
Related Person Custody Cash: No
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: No

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To
Aug 12, 2026	Registration	—	APPROVED

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.