Phillips Wealth Planners LLC
Firm details
- Headquarters
- Starkville, Mississippi
- CRD number
- 319226
- Registered since
- July 21, 2022
- Custodians
- RAYMOND JAMES & ASSOCIATES, INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI76.16%
- Individuals20.32%
- Pension & Profit Sharing Plans3.53%
- Services
- Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Phillips Wealth Planners LLC is an independent, SEC-registered RIA formed as an LLC and operating as a capital allocator for both individual/family and institutional clients. The firm offers a mix of financial planning and portfolio management for individuals and small businesses, alongside selection-of-other-advisers services; its ADV filings also list pension consulting among its advisory activities. Compensation arrangements include percentage-of-AUM billing plus hourly and fixed-fee options. The adviser does not position itself as an active ESG investor and is organized under individual ownership.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities76%
- Cash & Cash Equivalents8%
- Non-Investment Grade Corp Bonds7%
- State & Local Bonds6%
- Investment Grade Corp Bonds3%
Owners & executives
1 of 1Amy Hart
Chief Compliance OfficerCRD 7542071
Contacts
2 of 2
Lauren Black
Partner, Certified Financial PlannerCRD 5619132
Lynn Phillips-gaines
Managing PartnerCRD 1035514
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 45Active vs passive
$45.2M in ETFs
96%
$43.3M
1%
$1.9M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD 500 INDEX FUND (VOO) | Vanguard | Passive | Large Blend | $6.2M | 9,082 | 13.82% |
Location
Starkville, MS
Oktibbeha
Location
Starkville, MS
Headquartered in Starkville, MS, in the South of the United States.
- Region
- South
- County
- Oktibbeha
- Address
- 104 W Lampkin St
- Time zone
- CT (UTC-6)
- Office locations
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