John Philips
Clear Point · Richmond, Virginia
John Philips is a fee-only financial advisor at Clear Point in Richmond, Virginia, who holds the CFA credential. Clear Point reports charging fixed fees on its Form ADV.
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Facts
| Firm | Clear Point |
|---|---|
| Based in | Richmond, Virginia |
| Fee model (firm's Form ADV) | Fixed fees |
| Credentials | CFA |
| SEC registration | Investment adviser representative in VA · CRD 1486659 |
| Firm size | 1 employee |
| Disclosures | None reported |
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Questions about John
Is John Philips a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: John holds no broker registration, and Clear Point reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does John charge for financial advice?
John's firm, Clear Point, reports charging fixed fees on its SEC Form ADV.
Where is John Philips based?
John Philips is based in Richmond, Virginia.
What credentials does John Philips hold?
John Philips holds the CFA credential.
Is John Philips registered with the SEC?
Yes. John Philips is registered as an investment adviser representative in VA (CRD 1486659), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How do I contact John Philips?
Contact details aren't on file yet. Search for Clear Point.
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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