# Phillip Christenson

> Phillip Christenson is a fee-only financial advisor at Phillip James Financial in Plymouth, Minnesota, who holds the CFA credential. Phillip charges a percentage of assets and focuses on retirement planning, tax planning and equity compensation.

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

## Facts

- **Firm:** Phillip James Financial
- **Based in:** Plymouth, Minnesota
- **Fee model:** Percentage of assets
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $222.1M across 758 accounts
- **Credentials:** CFA
- **Specialties:** Retirement planning, Tax planning, Equity compensation
- **Works with:** Pre-retirees, Retirees
- **CRD:** 5082883 (https://adviserinfo.sec.gov/individual/summary/5082883)
- **SEC registration:** Investment adviser representative in MN
- **Firm size:** 3 employees
- **Disclosures:** None reported
- **Website:** http://phillipjamesfinancial.com

## Frequently asked questions

### Is Phillip Christenson a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Phillip holds no broker registration, and Phillip James Financial reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Phillip charge for financial advice?

Phillip charges a percentage of assets.

### Where is Phillip Christenson based?

Phillip Christenson is based in Plymouth, Minnesota.

### What does Phillip specialize in?

Phillip's specialties include retirement planning, tax planning and equity compensation. Phillip works with pre-retirees and retirees.

### What credentials does Phillip Christenson hold?

Phillip Christenson holds the CFA credential.

### Is Phillip Christenson registered with the SEC?

Yes. Phillip Christenson is registered as an investment adviser representative in MN (CRD 5082883), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Phillip James Financial manage?

Phillip James Financial reports $222.1M across 758 accounts in assets under management.

### How do I contact Phillip Christenson?

Through Phillip's website, phillipjamesfinancial.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/5082883): 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://phillipjamesfinancial.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.