James Phillips
Retirement Resources Investment · Andover, Massachusetts
James Phillips is a fee-only financial advisor at Retirement Resources Investment in Andover, Massachusetts. Retirement Resources Investment reports charging a percentage of assets and hourly fees on its Form ADV.
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Facts
| Firm | Retirement Resources Investment |
|---|---|
| Based in | Andover, Massachusetts |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Assets under management | $2.44B across 299 accounts |
| SEC registration | Investment adviser representative in MA · CRD 858532 |
| Exams passed | Series 63 (1989) · Series 66 (2005) |
| Firm size | 7 employees |
| Disclosures | None reported |
| Website | www.retirewithmore.com |
How James's firm compares
- Retirement Resources Investment's average account is about $8.2 million, from its Form ADV (assets managed divided by 299 accounts).
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Questions about James
Is James Phillips a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: James holds no broker registration, and Retirement Resources Investment reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does James charge for financial advice?
James's firm, Retirement Resources Investment, reports charging a percentage of assets and hourly fees on its SEC Form ADV.
Where is James Phillips based?
James Phillips is based in Andover, Massachusetts.
Is James Phillips registered with the SEC?
Yes. James Phillips is registered as an investment adviser representative in MA (CRD 858532), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Retirement Resources Investment manage?
Retirement Resources Investment reports $2.44B across 299 accounts in assets under management.
How do I contact James Phillips?
Through James's website, www.retirewithmore.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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