Phillip Nelson
Persium Group · Atlanta, Georgia
Phillip Nelson is a fee-only financial advisor at Persium Group in Atlanta, Georgia, who holds the CFA credential. Phillip focuses on founders (pre-exit) and small business owners. Persium Group reports charging a percentage of assets and fixed fees on its Form ADV.
Request an introduction to Phillip →
Specialties
Who they serve
- Founders
Facts
| Firm | Persium Group |
|---|---|
| Based in | Atlanta, Georgia |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Accepting new clients | Yes |
| Assets under management | $583.6M across 484 accounts |
| Credentials | CFA |
| SEC registration | Investment adviser representative in GA · CRD 4838890 |
| Exams passed | Series 66 (2004) |
| Firm size | 13 employees |
| Disclosures | None reported |
| Website | www.persiumgroup.com |
How Phillip's firm compares
- Persium Group's average account is about $1.2 million, from its Form ADV (assets managed divided by 484 accounts).
Request an introduction to Phillip
Tell Phillip a little about what you're looking for. Phillip isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Phillip
Is Phillip Nelson a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Phillip holds no broker registration, and Persium Group 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's firm, Persium Group, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Phillip Nelson based?
Phillip Nelson is based in Atlanta, Georgia.
What does Phillip specialize in?
Phillip's specialties include founders (pre-exit) and small business owners. Phillip works with founders.
What credentials does Phillip Nelson hold?
Phillip Nelson holds the CFA credential.
Is Phillip Nelson registered with the SEC?
Yes. Phillip Nelson is registered as an investment adviser representative in GA (CRD 4838890), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Persium Group manage?
Persium Group reports $583.6M across 484 accounts in assets under management.
How do I contact Phillip Nelson?
Through Phillip's website, www.persiumgroup.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
- Persium Group 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.
See something wrong? Request a correction. Read our methodology.