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Nam Phan

Advisor at Phan Capital

Updated today
Phan Capital logo

Firm

Phan Capital

Location

San Antonio, TX

Credentials

Series 65

Industry experience

6 years

About

Nam Phan is the principal of Phan Capital and holds a Series 65 designation with six years of industry experience. He has worked at Phan Capital Management, LLC since 2019 and concurrently serves as an advanced clinical pharmacist at Methodist Hospital South, a role he has held since 2017. Phan Capital provides comprehensive wealth management, discretionary portfolio management, and financial planning services to individual clients and certain businesses. The firm’s investment approach emphasizes diversified allocations using mutual funds and ETFs, tailoring strategies to each client and managing accounts on a discretionary basis.

Client services

Based on Phan Capital

Financial planning Portfolio management

Expertise

Based on Phan Capital

General retirement planning General tax planning

Occupation focus

Based on Phan Capital

Doctor or Medical Professional

Demographic focus

Based on Phan Capital

Mid-Career Professionals

Fee options

Fixed

Comprehensive financial planning: upfront fee $500; ongoing financial planning fees $6,000 annually billed monthly

Percentage

$0 - $500,000: 1.0% $500,001 - $1,000,000: 0.75% $1,000,001+: 0.50%

Project-based

$250 per hour, negotiable

Other

Account minimum: No minimum stated, but firm reserves right to terminate accounts deemed too small to manage effectively Fee-only: Fee-only firm; compensated solely by professional fees received directly from clients; no commissions or referral fees

Location

San Antonio, TX

Most active in

Texas

Work history

Phan Capital Management, LLC

2019 - Present (7 years)

Phan Capital Management, LLC

2019 - Present (7 years)

Methodist Hospital South

2017 - Present (9 years)

South Texas Regional Medical Center

2013 - 2017 (4 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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John N

Series 63

San Antonio, TX

The Legacy Collaborative, Inc.

Business succession planning Charitable giving & philanthropy Wealth management Founder/Business Owner

Tess D

CFP®

San Antonio, TX

Complete View Financial LLC

Hello, I'm Tess Downing. I am the founder and lead financial advisor of Complete View Financial LLC, a fee-only financial planning firm serving individuals and families who are either retired or nearing retirement. We are retirement-focused and specialize in planning and collaborating with retirees to make the most of their financial journey. We want to partner with you in your journey by helping you set financial goals and empowering you with the financial knowledge you need for success through transparent and honest guidance. Our mission is to provide clients with peace of mind regarding their financial picture so they are able to focus on the things that matter most to them. Since our inception, we have spent numerous hours collaborating with those preparing for retirement and current retirees to better understand the true concerns, aspirations, and desires that lie ahead for late adulthood. I have been named to the Investment News list of “40 Under 40” which features the best professionals among the financial advice industry’s up-and-comers. I have also been repeatedly recognized in Northern Virginia Magazine’s list of Top Financial Advisors. I earned my Master of Business Administration degree from Texas Tech University. I also graduated magna cum laude with a Bachelor of Science in Personal Financial Planning from TTU. Before founding Complete View Financial, I worked in the fee-only financial planning and investment management industry with highly reputable firms on the East Coast. On a personal note, when I am not working with clients, I am with my family, my husband and two daughters. We have our hands full and typically have busy weekends with swim parties, ballet, family visits, and movie nights. We love to travel and are now hoping to pass on that passion to our children. When I do manage to escape for a night, I enjoy trying the best new restaurants which then necessitates being a body pump fanatic at my local gym.

Passive / index investing Established Professionals Baby Boomers (Born 1946-1964)
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