Phillip Mills
Flying Forward Wealth Management · Boerne, Texas
Phillip Mills is a fee-only financial advisor at Flying Forward Wealth Management in Boerne, Texas, who holds the AEP, CFP and ChFC credentials. Phillip focuses on estate & legacy planning, tax planning and small business owners. Flying Forward Wealth Management reports charging a percentage of assets and fixed fees on its Form ADV.
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Specialties
Facts
| Firm | Flying Forward Wealth Management |
|---|---|
| Based in | Boerne, Texas |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $12.6M across 18 accounts |
| Credentials | AEP · CFP · ChFC · CIMA · CLU · CPWA · MBA · EA |
| SEC registration | Investment adviser representative in TX · CRD 6890376 |
| Exams passed | Series 63 (2018) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | flyingforward.com |
| Profile |
How Phillip's firm compares
- Flying Forward Wealth Management's average account is about $697,000, from its Form ADV (assets managed divided by 18 accounts).
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Questions about Phillip
Is Phillip Mills a fee-only financial advisor?
Yes. Phillip Mills is listed in the NAPFA directory (NAPFA admits only fee-only advisors) and the XY Planning Network directory (XYPN members are fee-only). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Phillip's firm.
How does Phillip charge for financial advice?
Phillip's firm, Flying Forward Wealth Management, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Phillip Mills based?
Phillip Mills is based in Boerne, Texas.
What does Phillip specialize in?
Phillip's specialties include estate & legacy planning, tax planning, small business owners and retirement planning.
What credentials does Phillip Mills hold?
Phillip Mills holds the AEP, CFP, ChFC, CIMA, CLU, CPWA, MBA and EA credentials.
Is Phillip Mills registered with the SEC?
Yes. Phillip Mills is registered as an investment adviser representative in TX (CRD 6890376), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.
How much does Flying Forward Wealth Management manage?
Flying Forward Wealth Management reports $12.6M across 18 accounts in assets under management.
How do I contact Phillip Mills?
Through Phillip's website, flyingforward.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Texas
Other advisors in Texas who focus on estate & legacy planning
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- XY Planning Network directory listing : XYPN members are fee-only
- Flying Forward Wealth Management website : specialties, clients served, and fees, checked October 28, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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