Drew Phillips
PracticeCFO · San Diego, California
Drew Phillips is a fee-only financial advisor at PracticeCFO in San Diego, California. Drew focuses on physicians & residents, small business owners and tax planning. PracticeCFO reports charging a percentage of assets and fixed fees on its Form ADV.
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Specialties
Who they serve
- Physicians
Facts
| Firm | PracticeCFO |
|---|---|
| Based in | San Diego, California |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Accepting new clients | Yes |
| Assets under management | $401.6M across 1,078 accounts |
| SEC registration | Investment adviser representative in CA · CRD 6995632 |
| Exams passed | Series 65 (2018) |
| Firm size | 32 employees |
| Disclosures | None reported |
| Website | www.practicecfo.com |
Request an introduction to Drew
Tell Drew a little about what you're looking for. Drew isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Drew
Is Drew Phillips a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Drew holds no broker registration, and PracticeCFO reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Drew charge for financial advice?
Drew's firm, PracticeCFO, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Drew Phillips based?
Drew Phillips is based in San Diego, California.
What does Drew specialize in?
Drew's specialties include physicians & residents, small business owners, tax planning and retirement planning. Drew works with physicians.
Is Drew Phillips registered with the SEC?
Yes. Drew Phillips is registered as an investment adviser representative in CA (CRD 6995632), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does PracticeCFO manage?
PracticeCFO reports $401.6M across 1,078 accounts in assets under management.
How do I contact Drew Phillips?
Through Drew's website, www.practicecfo.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- PracticeCFO website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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