# Philip Kirshman

> Philip Kirshman is a fee-only financial advisor at Manchester Capital Management in Montecito, California, who holds the CFP and CFA credentials. Philip focuses on family wealth transfer, estate & legacy planning and tax planning. Manchester Capital Management reports charging a percentage of assets and fixed fees on its Form ADV.

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

## Facts

- **Firm:** Manchester Capital Management
- **Based in:** Montecito, California
- **Fee model (firm's Form ADV):** Percentage of assets; Fixed fees
- **Assets under management (firm):** $2.83B across 1,457 accounts
- **Credentials:** CFP, CFA
- **Specialties:** Family wealth transfer, Estate & legacy planning, Tax planning, Founders (pre-exit)
- **Works with:** Multi-generational families, Ultra high net worth
- **CRD:** 2306545 (https://adviserinfo.sec.gov/individual/summary/2306545)
- **SEC registration:** Investment adviser representative in CA
- **Exams passed:** Series 63 (1993), Series 65 (1993)
- **Firm size:** 38 employees
- **Disclosures:** Reported; see the SEC record
- **Website:** http://www.mcmllc.com

## Frequently asked questions

### Is Philip Kirshman a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Philip holds no broker registration, and Manchester Capital Management 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's firm, Manchester Capital Management, reports charging a percentage of assets and fixed fees on its SEC Form ADV.

### Where is Philip Kirshman based?

Philip Kirshman is based in Montecito, California.

### What does Philip specialize in?

Philip's specialties include family wealth transfer, estate & legacy planning, tax planning and founders (pre-exit). Philip works with multi-generational families and ultra high net worth.

### What credentials does Philip Kirshman hold?

Philip Kirshman holds the CFP and CFA credentials.

### Is Philip Kirshman registered with the SEC?

Yes. Philip Kirshman is registered as an investment adviser representative in CA (CRD 2306545), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.

### How much does Manchester Capital Management manage?

Manchester Capital Management reports $2.83B across 1,457 accounts in assets under management.

### How do I contact Philip Kirshman?

Through Philip's website, www.mcmllc.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/2306545): 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://mcmllc.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.