Lynn Phillips-Gaines
Phillips Wealth Planners · Starkville, Mississippi
Lynn Phillips-Gaines is a fee-only financial advisor at Phillips Wealth Planners in Starkville, Mississippi, who holds the CFP credential. Phillips Wealth Planners reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Phillips Wealth Planners |
|---|---|
| Based in | Starkville, Mississippi |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $340.8M across 2,986 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in MS · CRD 1035514 |
| Exams passed | Series 63 (1985) |
| Firm size | 6 employees |
| Disclosures | None reported |
| Website | phillipsfinancial.org |
| Profile |
How Lynn's firm compares
- Phillips Wealth Planners's average account is about $114,000, from its Form ADV (assets managed divided by 2,986 accounts).
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Questions about Lynn
Is Lynn Phillips-Gaines a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Lynn holds no broker registration, and Phillips Wealth Planners reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Lynn charge for financial advice?
Lynn's firm, Phillips Wealth Planners, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Lynn Phillips-Gaines based?
Lynn Phillips-Gaines is based in Starkville, Mississippi.
What credentials does Lynn Phillips-Gaines hold?
Lynn Phillips-Gaines holds the CFP credential.
Is Lynn Phillips-Gaines registered with the SEC?
Yes. Lynn Phillips-Gaines is registered as an investment adviser representative in MS (CRD 1035514), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Phillips Wealth Planners manage?
Phillips Wealth Planners reports $340.8M across 2,986 accounts in assets under management.
How do I contact Lynn Phillips-Gaines?
Through Lynn's website, phillipsfinancial.org.
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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