Phil Funk
Servant Capital Advisors, LLC · Carmel, Indiana
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.
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Specialties
Who they serve
- Multi-generational families
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 |
| Assets under management | $102.3M across 245 accounts |
| Credentials | CFP · MBA |
| SEC registration | Investment adviser representative in IL, IN, TX · CRD 5006195 |
| Exams passed | Series 65 (2018) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | servantcap.com |
| Profile |
How Phil's firm compares
- Ongoing planning starts at $10,000 a year, above the Indiana median of $3,500 for fee-only firms that publish prices.
- Servant Capital Advisors, LLC's average account is about $418,000, from its Form ADV (assets managed divided by 245 accounts).
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Questions about Phil
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- XY Planning Network directory listing : XYPN members are fee-only
- Servant Capital Advisors, LLC website : specialties, clients served, and fees, checked October 28, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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