George Myers
Phillips and Company Advisors · Portland, Oregon
George Myers is a fee-only financial advisor at Phillips and Company Advisors in Portland, Oregon, who holds the CFA credential. Phillips and Company Advisors reports charging a percentage of assets, fixed fees and performance-based fees on its Form ADV.
Request an introduction to George →
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 |
| Credentials | CFA |
| SEC registration | Investment adviser representative in OR · CRD 5776719 |
| Exams passed | Series 66 (2022) |
| Firm size | 19 employees |
| Disclosures | None reported |
| 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).
Request an introduction to George
Tell George a little about what you're looking for. George 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 George
Is George Myers 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 Myers based?
George Myers is based in Portland, Oregon.
What credentials does George Myers hold?
George Myers holds the CFA credential.
Is George Myers registered with the SEC?
Yes. George Myers is registered as an investment adviser representative in OR (CRD 5776719), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
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 Myers?
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.
See something wrong? Request a correction. Read our methodology.