Phillips Wealth Planners LLC, a small investment advisory firm headquartered in Starkville, MS, is committed to providing comprehensive financial planning and investment management services. With one office, the firm employs a total of eight professionals, two of whom specialize in investment advisory services. They boast an average of $120,000,000 in assets under management per investment advisor, aligning with the industry standard.
The firm's compensation structure is diverse, incorporating various methods such as a percentage of assets under management, fixed fees, and hourly charges. Over 80% of the assets they manage are from employer-sponsored 401(k) plans and individual accounts, showcasing their expertise in managing these types of investment vehicles. In fact, they are highly qualified to handle 401(k) plans for both employers and employees.
A distinguishing feature of Phillips Wealth Planners LLC is that they exercise full discretion over all the assets they manage, ensuring flexibility and efficiency in their decision-making process. Their client base consists of over 210 individuals, with a remarkable $240,000,000 in assets under management. Among the firm's experienced registered advisors, Lauren Black and Lynn Phillips-Gaines have been with the company for an extended period, bringing valuable expertise to their clients.
Phillips Wealth Planners LLC stands out as a trusted partner for individuals and businesses seeking personalized wealth management solutions. Their unwavering commitment to financial planning and extensive experience in the industry make them a reliable choice for those looking to secure their financial future.