Garrett Phillips
3summit Investment Management · Vienna, Virginia
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.
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Facts
| Firm | 3summit Investment Management |
|---|---|
| Based in | Vienna, Virginia |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $31.3M across 129 accounts |
| SEC registration | Investment adviser representative in CO, VA · CRD 4666737 |
| Exams passed | Series 66 (2017) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | www.3summit.com |
| Profile |
How Garrett's firm compares
- 3summit Investment Management's average account is about $243,000, from its Form ADV (assets managed divided by 129 accounts).
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Questions about Garrett
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.
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
- 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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