Philip Resch
Advisor at Your IA, LLC
Updated today
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.
About
Philip Resch is a financial advisor at Your IA, LLC with Series 63 and Series 65 licenses and over a decade of experience in the financial services industry. His prior roles include positions at Valor Financial Specialists, American General Life Insurance, and AIG Capital Services. Your IA, LLC is an SEC-registered advisory firm that offers investment advisory and financial planning services to individuals, families, trusts, and institutions. The firm constructs customized portfolios using model portfolios and third-party managers, providing both discretionary and non-discretionary mandates while retaining trading authority.
Expertise
Based on Your IA, LLC
Wealth management
Active portfolio management
Tax-loss harvesting
Life insurance needs analysis
Fee options
Negotiable fixed fees for standalone financial planning services
$0+: Up to 2.40% maximum annualized advisory fee (total "All In" fee) composed of three components $0+: IAR Fee negotiated between client and IAR, up to 1.20% annually $0+: Model/Strategy Fee ranges from 0.00% to 0.80% annually depending on model/strategy $0+: Platform Fee of 0.40% annually
Negotiable hourly rate for additional personal administrative or special services and financial planning services
Fee-only: Fees based on assets under management, hourly fees, and fixed fees for financial planning services
Location
2002 Belmont Circle
Franklin, TN 37069
Most active in
Philip R has reported serving >5 clients in these states in the last 12 months.
Tennessee
Work history
Your IA
2026 - Present (1 year)
Valor Financial Specialists
2022 - Present (4 years)
American General Life Insurance
2018 - 2022 (4 years)
AIG Capital Services, Inc.
2014 - 2022 (8 years)
American General Life Insurance
2014 - 2018 (4 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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Franklin, TN
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