Advisor at Wordhouse Wealth Coaching
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
Wordhouse Wealth Coaching
Location
Wayland, MI
Credentials
CFP®, Series 63, Series 65
Industry experience
42 years
Phyllis Wordhouse is a CFP® professional with 41 years of experience in financial advising. She has led Wordhouse Wealth Coaching since 2008, focusing on wealth coaching and financial education. Wordhouse Wealth Coaching serves individual clients with a range of financial situations, offering ongoing coaching, education classes, portfolio analyses, and third-party adviser recommendations. The firm employs a Free Market philosophy and a proprietary FMIA/MRI process to guide evidence-based, globally diversified portfolios managed by a third-party RIA.
Based on Wordhouse Wealth Coaching
Based on Wordhouse Wealth Coaching
$0 - $500,000: 0.84% $500,000 - $1,000,000: 0.75% $1,000,000 - $4,000,000: 0.60% $4,000,000+: 0.39%
Account minimum: $10 Fee-only: Fee-only advisor; no commissions for selling products.
Wayland, MI
California · Georgia · Indiana · Maryland · Michigan · Ohio · Oregon · Texas · Washington
Wordhouse Wealth Coaching
2008 - Present (18 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not 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.
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.
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.
Series 66
Middleville, MI
Action Point Retirement Group LLC
Series 63, Series 65
Middleville, MI
Zephyr Advisers
Series 65
Wayland, MI
Wordhouse Wealth Coaching
CFP®, CFA®, Series 65
Caledonia, MI
Vanderpol Investments L.L.C.
Series 66
Alto, MI
RBS Wealth Management
Series 63, Series 65
Palm Harbor, FL
Pearl Wealth Group
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")