Phillips Wealth Planners LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$286,577,975
Total clients
215
47% high-net worth
Total advisors
2
of 7 employees
Firm size
Supported
1-3 advisors, or $200M+ in AUM
Average clients per advisor
108
Average account size
$1,332,921
Client services
Fee options
Financial planning services may also be offered under negotiated fixed fees
0.35% to 2.00% annually - fee varies based on factors including scope of services, asset level, and relationship complexity
Financial planning services hourly fees up to $300 per hour
Account minimum: Phillips Wealth generally does not impose a minimum size for establishing a relationship. Fee-only: Wealth management fees based on assets under management; financial planning fees charged hourly or fixed fee; retirement plan advisory fees based on assets under management
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Main office location
Phillips Wealth Planners LLC
104 West Lampkin Street
Starkville MS 39759, United States
Number of offices
1
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