Philip Oppenheimer
Oppenheimer + Close · Lakeville, Connecticut
Philip Oppenheimer is a fee-only financial advisor at Oppenheimer + Close in Lakeville, Connecticut. Philip charges a flat fee or retainer.
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Facts
| Firm | Oppenheimer + Close |
|---|---|
| Based in | Lakeville, Connecticut |
| Fee model | Flat fee or retainer |
| Assets under management | $93.0M across 127 accounts |
| SEC registration | Investment adviser representative in NY · CRD 353146 |
| Exams passed | Series 63 (1979) |
| Firm size | 5 employees |
| Disclosures | None reported |
| Website | www.oppvest.com |
How Philip's firm compares
- Oppenheimer + Close's average account is about $732,000, from its Form ADV (assets managed divided by 127 accounts).
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Questions about Philip
Is Philip Oppenheimer a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Philip holds no broker registration, and Oppenheimer + Close 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 flat fee or retainer.
Where is Philip Oppenheimer based?
Philip Oppenheimer is based in Lakeville, Connecticut.
Is Philip Oppenheimer registered with the SEC?
Yes. Philip Oppenheimer is registered as an investment adviser representative in NY (CRD 353146), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Oppenheimer + Close manage?
Oppenheimer + Close reports $93.0M across 127 accounts in assets under management.
How do I contact Philip Oppenheimer?
Through Philip's website, www.oppvest.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
- Oppenheimer + Close 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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