Advisor at Kestra Private Wealth Services, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Kestra Private Wealth Services, LLC
Location
La Grange, GA 30240
Credentials
CFP®, Series 63, Series 65, Series 66
Industry experience
17 years
Natalie Phillips is a CFP®-certified financial advisor with 17 years of industry experience. She has worked at Kestra Private Wealth Services, LLC and Kestra Investment Services, LLC since 2024, following a 17-year tenure at Edward Jones. Outside of advisory services, she owns and manages a small insurance business and is involved in non-investment real estate management. Kestra Private Wealth Services manages approximately $10.2 billion in assets through nearly 200 independent advisors, serving individuals, retirement plans, charitable organizations, and businesses. The firm offers a range of investment and financial planning services, supporting advisor decision-making with multiple platforms and both in-house and third-party solutions.
Based on Kestra Private Wealth Services, LLC
Based on Kestra Private Wealth Services, LLC
Financial planning and consulting fees may be negotiated flat fees (specific amounts not disclosed).
Advisors may be registered representatives of affiliated broker-dealer Kestra IS and receive commissions on securities sales.
Hourly fees for financial planning and consulting services (specific rates not disclosed).
Subscription fees charged monthly, quarterly, or semi-annually for financial planning and consulting services (specific amounts not disclosed).
Account minimum: $10,000 (minimum account size for AdvisorChoice platform, waivable at discretion) Minimum fee: Minimum account fees of $60 for APM-Tickets, $95 for APM-Wrap, $75 for FSP and SMA, and $350 for UMA accounts. Fee-only: Financial planning and consulting fees charged on hourly basis, percentage of assets, or negotiated flat fee; subscription fees billed monthly, quarterly, or semi-annually.
115 Broad Street, Suite 203
La Grange, GA 30240
Georgia · Texas
Kestra Private Wealth Services, LLC
2024 - Present (2 years)
Kestra Investment Services, LLC
2024 - Present (2 years)
Homemaker
2022 - 2024 (2 years)
Edward Jones
2005 - 2022 (17 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Trust company
They provide trust and estate administration services, typically for separate fees.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
CFP®
Lagrange, GA
Baker Wealth Group LLC
Series 63, Series 66
Lagrange, GA
The Fiduciary Alliance
CFP®, Series 66
Lagrange, GA
The Fiduciary Alliance
Series 63
La Grange, GA
Ameriprise
Series 66
Lagrange, GA
Raymond James Financial
Series 63, Series 65
West Point, GA
Primerica Advisors
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