Jason Phillips
Pile Wealth Management · Indianapolis, Indiana
Jason Phillips is a fee-only financial advisor at Pile Wealth Management in Indianapolis, Indiana, who holds the PFS credential. Pile Wealth Management reports charging a percentage of assets on its Form ADV.
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Facts
| Firm | Pile Wealth Management |
|---|---|
| Based in | Indianapolis, Indiana |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $188.7M across 205 accounts |
| Credentials | PFS |
| SEC registration | Investment adviser representative in IN · CRD 5796070 |
| Exams passed | Series 65 (2009) |
| Firm size | 5 employees |
| Disclosures | None reported |
| Website | www.pilewealth.com |
How Jason's firm compares
- Pile Wealth Management's average account is about $920,000, from its Form ADV (assets managed divided by 205 accounts).
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Questions about Jason
Is Jason Phillips a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Jason holds no broker registration, and Pile Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Jason charge for financial advice?
Jason's firm, Pile Wealth Management, reports charging a percentage of assets on its SEC Form ADV.
Where is Jason Phillips based?
Jason Phillips is based in Indianapolis, Indiana.
What credentials does Jason Phillips hold?
Jason Phillips holds the PFS credential.
Is Jason Phillips registered with the SEC?
Yes. Jason Phillips is registered as an investment adviser representative in IN (CRD 5796070), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Pile Wealth Management manage?
Pile Wealth Management reports $188.7M across 205 accounts in assets under management.
How do I contact Jason Phillips?
Through Jason's website, www.pilewealth.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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