Philip White
Inflection Financial · San Antonio, Texas
Philip White is a fee-only financial advisor at Inflection Financial in San Antonio, Texas, who holds the CFP, ChFC and CFA credentials. Inflection Financial reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Inflection Financial |
|---|---|
| Based in | San Antonio, Texas |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Accepting new clients | Not currently |
| Assets under management | $491.4M across 256 accounts |
| Credentials | CFP · ChFC · CFA |
| SEC registration | Investment adviser representative in TX · CRD 4593950 |
| Exams passed | Series 63 (2002) · Series 65 (2004) |
| Firm size | 4 employees |
| Disclosures | None reported |
| Website | www.inflectionfinancial.com |
| Profile |
How Philip's firm compares
- Inflection Financial's average account is about $1.9 million, from its Form ADV (assets managed divided by 256 accounts).
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Questions about Philip
Is Philip White a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Philip holds no broker registration, and Inflection Financial 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, Inflection Financial, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Philip White based?
Philip White is based in San Antonio, Texas.
What credentials does Philip White hold?
Philip White holds the CFP, ChFC and CFA credentials.
Is Philip White registered with the SEC?
Yes. Philip White is registered as an investment adviser representative in TX (CRD 4593950), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Inflection Financial manage?
Inflection Financial reports $491.4M across 256 accounts in assets under management.
How do I contact Philip White?
Through Philip's website, www.inflectionfinancial.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in San Antonio
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
- Inflection Financial 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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