# Garrett Phillips

> Garrett Phillips is a fee-only financial advisor at 3summit Investment Management in Vienna, Virginia. 3summit Investment Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

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

## Facts

- **Firm:** 3summit Investment Management
- **Based in:** Vienna, Virginia
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $31.3M across 129 accounts
- **CRD:** 4666737 (https://adviserinfo.sec.gov/individual/summary/4666737)
- **SEC registration:** Investment adviser representative in CO, VA
- **Exams passed:** Series 66 (2017)
- **Firm size:** 3 employees
- **Disclosures:** None reported
- **Website:** https://www.3summit.com/

## Frequently asked questions

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

Yes, according to SEC records as of October 29, 2026: Garrett holds no broker registration, and 3summit Investment Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Garrett charge for financial advice?

Garrett's firm, 3summit Investment Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Garrett Phillips based?

Garrett Phillips is based in Vienna, Virginia.

### Is Garrett Phillips registered with the SEC?

Yes. Garrett Phillips is registered as an investment adviser representative in CO and VA (CRD 4666737), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does 3summit Investment Management manage?

3summit Investment Management reports $31.3M across 129 accounts in assets under management.

### How do I contact Garrett Phillips?

Through Garrett's website, www.3summit.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/4666737): 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.