Phillip Christenson
Phillip James Financial · Plymouth, Minnesota
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.
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Specialties
Who they serve
- Pre-retirees
- Retirees
Facts
| Firm | Phillip James Financial |
|---|---|
| Based in | Plymouth, Minnesota |
| Fee model | Percentage of assets |
| Accepting new clients | Yes |
| Assets under management | $222.1M across 758 accounts |
| Credentials | CFA |
| SEC registration | Investment adviser representative in MN · CRD 5082883 |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | phillipjamesfinancial.com |
| Profile |
How Phillip's firm compares
- Phillip James Financial's average account is about $293,000, from its Form ADV (assets managed divided by 758 accounts).
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Questions about Phillip
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.
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
- Phillip James 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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