Philip Dortch
Aspire Private Wealth Counsel · Knoxville, Tennessee
Philip Dortch is a fee-only financial advisor at Aspire Private Wealth Counsel in Knoxville, Tennessee, who holds the CFP credential. Philip charges a percentage of assets and a one-time planning fee (one-time plans from $2,500 and 1.25% a year on the first tier of assets managed) and focuses on retirement planning and small business owners.
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Specialties
Who they serve
- Retirees
- Pre-retirees
Facts
| Firm | Aspire Private Wealth Counsel |
|---|---|
| Based in | Knoxville, Tennessee |
| Fee model | Percentage of assets · One-time planning fee |
| Fees (firm's website) | One-time plans from $2,500 · 1.25% a year on the first tier of assets managed |
| Works virtually | Yes |
| Accepting new clients | Yes |
| Assets under management | $79.0M across 201 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in TN · CRD 2963881 |
| Exams passed | Series 63 (2001) |
| Firm size | 5 employees |
| Disclosures | None reported |
| Website | www.aspirepwc.com |
| Profile |
How Philip's firm compares
- A one-time plan starts at $2,500, above the Tennessee median of $2,000 for fee-only firms that publish prices.
- Aspire Private Wealth Counsel's average account is about $393,000, from its Form ADV (assets managed divided by 201 accounts).
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Questions about Philip
Is Philip Dortch a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Philip holds no broker registration, and Aspire Private Wealth Counsel reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Philip charge for financial advice?
Philip charges a percentage of assets and a one-time planning fee.
How much does Philip charge?
According to Aspire Private Wealth Counsel's website, checked October 30, 2026: one-time plans from $2,500; 1.25% a year on the first tier of assets managed.
Does Philip work with clients virtually?
Yes. Aspire Private Wealth Counsel says on its website that it works with clients remotely.
Where is Philip Dortch based?
Philip Dortch is based in Knoxville, Tennessee.
What does Philip specialize in?
Philip's specialties include retirement planning and small business owners. Philip works with retirees and pre-retirees.
What credentials does Philip Dortch hold?
Philip Dortch holds the CFP credential.
Is Philip Dortch registered with the SEC?
Yes. Philip Dortch is registered as an investment adviser representative in TN (CRD 2963881), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Aspire Private Wealth Counsel manage?
Aspire Private Wealth Counsel reports $79.0M across 201 accounts in assets under management.
How do I contact Philip Dortch?
Through Philip's website, www.aspirepwc.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
- Aspire Private Wealth Counsel 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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