# Phil Funk

> Phil Funk is a fee-only financial advisor at Servant Capital Advisors, LLC in Carmel, Indiana, who holds the CFP and MBA credentials. Phil charges a flat fee or retainer and an ongoing planning fee (ongoing planning from $10,000 a year) and focuses on family wealth transfer.

Page: https://find.wellspent.co/advisors/phil-funk/
Built from public directory listings; last checked April 21, 2026.

## Facts

- **Firm:** Servant Capital Advisors, LLC
- **Based in:** Carmel, Indiana
- **Fee model:** Flat fee or retainer; Ongoing planning fee
- **Fees (firm's website):** ongoing planning from $10,000 a year
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $102.3M across 245 accounts
- **Credentials:** CFP, MBA
- **Specialties:** Family wealth transfer
- **Works with:** Multi-generational families
- **CRD:** 5006195 (https://adviserinfo.sec.gov/individual/summary/5006195)
- **SEC registration:** Investment adviser representative in IL, IN, TX
- **Exams passed:** Series 65 (2018)
- **Firm size:** 1 employee
- **Disclosures:** None reported
- **Website:** https://servantcap.com

## Frequently asked questions

### Is Phil Funk a fee-only financial advisor?

Yes. Phil Funk is listed in the XY Planning Network directory (XYPN members are fee-only). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Phil's firm.

### How does Phil charge for financial advice?

Phil charges a flat fee or retainer and an ongoing planning fee.

### How much does Phil charge?

According to Servant Capital Advisors, LLC's website, checked October 28, 2026: ongoing planning from $10,000 a year.

### Where is Phil Funk based?

Phil Funk is based in Carmel, Indiana.

### What does Phil specialize in?

Phil's specialties include family wealth transfer. Phil works with multi-generational families.

### What credentials does Phil Funk hold?

Phil Funk holds the CFP and MBA credentials.

### Is Phil Funk registered with the SEC?

Yes. Phil Funk is registered as an investment adviser representative in IL, IN and TX (CRD 5006195), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.

### How much does Servant Capital Advisors, LLC manage?

Servant Capital Advisors, LLC reports $102.3M across 245 accounts in assets under management.

### How do I contact Phil Funk?

Through Phil's website, servantcap.com.

## Sources

- XY Planning Network directory listing (https://www.xyplanningnetwork.com/find-an-advisor/phil-funk-10870): XYPN members are fee-only
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 27, 2026
- The firm's website (https://www.servantcap.com/): specialties, clients served, and fees, checked October 28, 2026

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