Phillips Wealth Planners Llc
Starkville, Mississippi
5.0
1 Review
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 f...
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Assets Under Mgmt

$240M

Investment Professionals

2

Locations

0

% 401K & Individual

97%

% Discretionary

100%
Compensation Structure
A percentage of assets under your management
Hourly Charges
Fixed Fees
Services Provided Section
Financial Planning Services
Portfolio management for individuals and/or small businesses
Pension consulting services
Selection of other advisers
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