PHILLIPS WEALTH PLANNERS LLC
SEC Form ADV profile.
Total regulatory AUM
$340,794,278
Discretionary
$332,415,229
Non-discretionary
$8,379,049
Firm details
- CRD number
- 319226
- SEC file number
- 801-126127
- Main office
- STARKVILLE, MS, United States
- Employees
- 6
- SEC status
- Approved
- Website
- https://phillipsfinancial.org
- Fee structure
-
Percentage of AUM Hourly Fixed fees
As of October 2026.