Advisor at Baker Tilly Wealth Management, LLC
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Firm
Baker Tilly Wealth Management, LLC
Location
Tempe, AZ 85284
Credentials
Series 65
Industry experience
6 years
Phillip Mc Collum is a financial advisor at Baker Tilly Wealth Management, LLC with six years of industry experience. He holds a Series 65 designation and previously worked at Henry+Horne, LLP for seven years. Outside of his advisory role, he serves as president of the Springtree Condo Association board in Tempe, AZ. Baker Tilly Wealth Management provides investment advisory, financial planning, and retirement plan consulting to individuals, families, trusts, pension plans, and governmental entities. The firm manages approximately $4.6 billion in assets across 21 advisors, offering both discretionary and non-discretionary portfolio management and investment consulting services.
Based on Baker Tilly Wealth Management, LLC
Based on Baker Tilly Wealth Management, LLC
Negotiated fixed fees for investment consulting and pension consulting services; pension consulting plans range from $500 to $130,000 depending on size and complexity
$0 - $2,000,000: 1.00% $2,000,001 - $5,000,000: 0.85% $5,000,001 - $10,000,000: 0.65% Over $10,000,000+: 0.55%
Hourly fees typically range from $250 to $725 per hour for investment consulting; $125 to $725 per hour for pension consulting; BTIS hourly rates from $110 to $525 per hour depending on role
Account minimum: $1,500 minimum fee for written financial plans and pension consulting services; no stated general minimum investment for portfolio or consulting clients Minimum fee: Minimum fee of $1,500 for written financial plans and pension consulting services
2055 E Warner Rd, Ste 100
Tempe, AZ 85284
Arizona
Baker Tilly Wealth Management, LLC
2022 - Present (4 years)
Baker Tilly Advisory Group, LP
2022 - Present (4 years)
Henry+Horne, LLP
2015 - 2022 (7 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.
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.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, 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.
Trust company
They provide trust and estate administration 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.
CFP®, Series 63, Series 65, Series 66
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CFP®, Series 65
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Series 66
Chandler, AZ
Vibrant Wealth
CFP®, Series 63
Scottsdale, AZ
Musser Financial Planning, LLC
Series 63, Series 65
Phoenix, AZ
FMT Investment Advisory
Series 65
Scottsdale, AZ
zQuant Advisory, LLC
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