Margaret Ellis
CFP, CDFA · Ellis Financial Transitions
About Margaret Ellis
Margaret Ellis provides divorce financial planning and wealth management for individuals navigating major life transitions in the Twin Cities. Her compassionate, analytical approach helps clients understand the true long-term cost of divorce settlements and plan for financial independence.
Services Offered
Fee Structure
Fee-Only (fiduciary)
$300 per hour
Minimum assets: $100,000
This advisor is compensated solely by client fees, not commissions. They are legally bound to act in your best interest as a fiduciary.
Specialties
Divorce Financial Planning
Protect your finances during divorce with asset division analysis, QDRO expertise, and post-divorce financial planning.
Retirement Planning
Plan for a secure retirement with expert guidance on 401(k)s, IRAs, Social Security optimization, and withdrawal strategies.
Wealth Management
Comprehensive wealth management for high-net-worth individuals including tax, estate, philanthropy, and multi-generational planning.
Why Choose Margaret?
12+ Years Experience
Proven track record serving clients since 2014
2 Professional Credentials
Holds CFP, CDFA designations
49 Client Reviews
4.8/5 average rating from verified clients
In-Person & Virtual
Flexible meeting options to fit your schedule
Client Reviews
John M.
December 10, 2025
Working with Margaret has been a game-changer for our family's finances. They took the time to understand our unique situation and created a plan that actually works for us.
Sarah T.
November 13, 2025
Margaret is incredibly knowledgeable and patient. They explained everything in terms we could understand and never made us feel rushed or pressured.
Mike K.
October 16, 2025
I've been working with Margaret for over 4 years and they have consistently delivered excellent advice. Their expertise in Divorce Financial Planning has saved us thousands.
Location
Minneapolis, Minnesota
Map integration available on request
Request a Free Consultation
Connect with Margaret to discuss your financial goals. In-person or virtual meetings available.
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