# Patrick Phillips

> Patrick Phillips is a fee-only financial advisor at Wealth Architects in Mountain View, California, who holds the CFP credential. Patrick focuses on sustainable & impact investing. Wealth Architects reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/patrick-phillips/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Wealth Architects
- **Based in:** Mountain View, California
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $2.42B across 3,047 accounts
- **Credentials:** CFP
- **Specialties:** Sustainable & impact investing
- **CRD:** 6300288 (https://adviserinfo.sec.gov/individual/summary/6300288)
- **SEC registration:** Investment adviser representative in CA
- **Firm size:** 23 employees
- **Disclosures:** None reported
- **Website:** http://www.wealtharchitects.com

## Frequently asked questions

### Is Patrick Phillips a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Patrick holds no broker registration, and Wealth Architects reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Patrick charge for financial advice?

Patrick's firm, Wealth Architects, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Patrick Phillips based?

Patrick Phillips is based in Mountain View, California.

### What does Patrick specialize in?

Patrick's specialties include sustainable & impact investing.

### What credentials does Patrick Phillips hold?

Patrick Phillips holds the CFP credential.

### Is Patrick Phillips registered with the SEC?

Yes. Patrick Phillips is registered as an investment adviser representative in CA (CRD 6300288), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Wealth Architects manage?

Wealth Architects reports $2.42B across 3,047 accounts in assets under management.

### How do I contact Patrick Phillips?

Through Patrick's website, www.wealtharchitects.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/6300288): 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 and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://wealtharchitects.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.