Kayla Phillips
Purposeful Strategic Partners · Sacramento, California
Kayla Phillips is a fee-only financial advisor at Purposeful Strategic Partners in Sacramento, California, who holds the CFP credential. Purposeful Strategic Partners reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Purposeful Strategic Partners |
|---|---|
| Based in | Sacramento, California |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $11.8M across 151 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CA · CRD 7396184 |
| Exams passed | Series 66 (2022) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | purposefulsp.com |
How Kayla's firm compares
- Purposeful Strategic Partners's average account is about $78,000, from its Form ADV (assets managed divided by 151 accounts).
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Questions about Kayla
Is Kayla Phillips a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Kayla holds no broker registration, and Purposeful Strategic Partners reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Kayla charge for financial advice?
Kayla's firm, Purposeful Strategic Partners, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Kayla Phillips based?
Kayla Phillips is based in Sacramento, California.
What credentials does Kayla Phillips hold?
Kayla Phillips holds the CFP credential.
Is Kayla Phillips registered with the SEC?
Yes. Kayla Phillips is registered as an investment adviser representative in CA (CRD 7396184), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Purposeful Strategic Partners manage?
Purposeful Strategic Partners reports $11.8M across 151 accounts in assets under management.
How do I contact Kayla Phillips?
Through Kayla's website, purposefulsp.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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