Phillip Saunders
Joss Brown Wealth Advisors · Newport News, Virginia
Phillip Saunders is a fee-only financial advisor at Joss Brown Wealth Advisors in Newport News, Virginia, who holds the CFP, CKA and CSA credentials. Joss Brown Wealth Advisors reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Joss Brown Wealth Advisors |
|---|---|
| Based in | Newport News, Virginia |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $162.4M across 603 accounts |
| Credentials | CFP · CKA · CSA · MBA · RLP |
| SEC registration | Investment adviser representative in VA · CRD 7426564 |
| Exams passed | Series 65 (2021) |
| Firm size | 5 employees |
| Disclosures | None reported |
How Phillip's firm compares
- Joss Brown Wealth Advisors's average account is about $269,000, from its Form ADV (assets managed divided by 603 accounts).
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Questions about Phillip
Is Phillip Saunders a fee-only financial advisor?
Yes. Phillip Saunders is listed in the NAPFA directory (NAPFA admits only fee-only advisors). 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, Joss Brown Wealth Advisors, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Phillip Saunders based?
Phillip Saunders is based in Newport News, Virginia.
What credentials does Phillip Saunders hold?
Phillip Saunders holds the CFP, CKA, CSA, MBA and RLP credentials.
Is Phillip Saunders registered with the SEC?
Yes. Phillip Saunders is registered as an investment adviser representative in VA (CRD 7426564), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.
How much does Joss Brown Wealth Advisors manage?
Joss Brown Wealth Advisors reports $162.4M across 603 accounts in assets under management.
How do I contact Phillip Saunders?
Contact details aren't on file yet. Search for Joss Brown Wealth Advisors.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- 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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