# Frederick Phillips

> Frederick Phillips is a fee-only financial advisor at Efinancial Alliance in Franklin, Tennessee, who holds the CFP credential. Efinancial Alliance reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/frederick-phillips/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** Efinancial Alliance
- **Based in:** Franklin, Tennessee
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $291.9M across 873 accounts
- **Credentials:** CFP
- **CRD:** 4849475 (https://adviserinfo.sec.gov/individual/summary/4849475)
- **SEC registration:** Investment adviser representative in TN
- **Exams passed:** Series 66 (2006)
- **Firm size:** 5 employees
- **Disclosures:** None reported
- **Website:** http://www.efinancialalliance.com

## Frequently asked questions

### Is Frederick Phillips a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Frederick holds no broker registration, and Efinancial Alliance reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Frederick charge for financial advice?

Frederick's firm, Efinancial Alliance, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Frederick Phillips based?

Frederick Phillips is based in Franklin, Tennessee.

### What credentials does Frederick Phillips hold?

Frederick Phillips holds the CFP credential.

### Is Frederick Phillips registered with the SEC?

Yes. Frederick Phillips is registered as an investment adviser representative in TN (CRD 4849475), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Efinancial Alliance manage?

Efinancial Alliance reports $291.9M across 873 accounts in assets under management.

### How do I contact Frederick Phillips?

Through Frederick's website, www.efinancialalliance.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/4849475): 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
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.