George Macdonald
Phillips and Company Advisors · Portland, Oregon
George Macdonald is a fee-only financial advisor at Phillips and Company Advisors in Portland, Oregon. Phillips and Company Advisors reports charging a percentage of assets, fixed fees and performance-based fees on its Form ADV.
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Facts
| Firm | Phillips and Company Advisors |
|---|---|
| Based in | Portland, Oregon |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees · Performance-based fees |
| Assets under management | $2.66B across 2,675 accounts |
| SEC registration | Investment adviser representative in AK, CA, CO, IL, IN, KS, MN, MT, OH, OK, OR, SD, TX, WA, WI · CRD 2477453 |
| Exams passed | Series 63 (1994) · Series 65 (2004) |
| Firm size | 19 employees |
| Disclosures | Reported; see the SEC record |
| Website | www.phillipsandco.com |
How George's firm compares
- Phillips and Company Advisors's average account is about $996,000, from its Form ADV (assets managed divided by 2,675 accounts).
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Questions about George
Is George Macdonald a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: George holds no broker registration, and Phillips and Company Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does George charge for financial advice?
George's firm, Phillips and Company Advisors, reports charging a percentage of assets, fixed fees and performance-based fees on its SEC Form ADV.
Where is George Macdonald based?
George Macdonald is based in Portland, Oregon.
Is George Macdonald registered with the SEC?
Yes. George Macdonald is registered as an investment adviser representative in AK, CA, CO, IL, IN, KS, MN, MT, OH, OK, OR, SD, TX, WA and WI (CRD 2477453), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.
How much does Phillips and Company Advisors manage?
Phillips and Company Advisors reports $2.66B across 2,675 accounts in assets under management.
How do I contact George Macdonald?
Through George's website, www.phillipsandco.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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