Nam Phan
Phan Capital Management · San Antonio, Texas
Nam Phan is a fee-only financial advisor at Phan Capital Management in San Antonio, Texas. Nam charges an ongoing planning fee, a percentage of assets and a one-time planning fee (ongoing planning from $2,400 a year and one-time plans from $500) and focuses on student loans, tax planning and estate & legacy planning.
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Specialties
Who they serve
- Early-career professionals
Facts
| Firm | Phan Capital Management |
|---|---|
| Based in | San Antonio, Texas |
| Fee model | Ongoing planning fee · Percentage of assets · One-time planning fee |
| Fees (firm's website) | Ongoing planning from $2,400 a year · One-time plans from $500 · 1% a year on the first tier of assets managed · No asset minimum |
| Assets under management | $1.5M across 21 accounts |
| SEC registration | Investment adviser representative in TX · CRD 7085582 |
| Exams passed | Series 65 (2019) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.phancapital.com |
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Questions about Nam
Is Nam Phan a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Nam holds no broker registration, and Phan Capital Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Nam charge for financial advice?
Nam charges an ongoing planning fee, a percentage of assets and a one-time planning fee.
How much does Nam charge?
According to Phan Capital Management's website, checked October 30, 2026: ongoing planning from $2,400 a year; one-time plans from $500; 1% a year on the first tier of assets managed; no asset minimum.
Where is Nam Phan based?
Nam Phan is based in San Antonio, Texas.
What does Nam specialize in?
Nam's specialties include student loans, tax planning, estate & legacy planning and retirement planning. Nam works with early-career professionals.
Is Nam Phan registered with the SEC?
Yes. Nam Phan is registered as an investment adviser representative in TX (CRD 7085582), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Phan Capital Management manage?
Phan Capital Management reports $1.5M across 21 accounts in assets under management.
How do I contact Nam Phan?
Through Nam's website, www.phancapital.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
- Phan Capital Management website : specialties, clients served, and fees, checked October 30, 2026
- 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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