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PHILLIPS WEALTH PLANNERS LLC
104 West Lampkin Street
Starkville, Mississippi 39759
Tel: (662) 324-2889
About PHILLIPS WEALTH PLANNERS LLC
PHILLIPS WEALTH PLANNERS LLC, formally registered with the SEC as PHILLIPS WEALTH PLANNERS LLC. The firm was established in 07/21/2022. They have over 1 offices throughout the country.
PHILLIPS WEALTH PLANNERS LLC is a Starkville, Mississippi based Financial Planning firm with nearly $262,000,000 assets under management, offering retirement planning & investment advisory services to 1735 clients. The firm is staffed with 7 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 319226 |
| SEC# | 801-126127 |
| Assets Managed by Firm | $262,000,000 |
| No. of Clients | 1735 |
| No. of Advisors | 7 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pesnsion consulting services
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 1735 | $262,000,000 |
| Individuals (other than high net worth individuals) | 127 | $61,071,047 |
| High net worth individuals | 91 | $190,628,953 |
| Pension and profit sharing plans | 12 | $10,300,000 |
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