Phillip Smiley
Burkett Financial Services · Rock Hill, South Carolina
Phillip Smiley is a fee-only financial advisor at Burkett Financial Services in Rock Hill, South Carolina. Burkett Financial Services reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
Request an introduction to Phillip →
Facts
| Firm | Burkett Financial Services |
|---|---|
| Based in | Rock Hill, South Carolina |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $572.6M across 1,525 accounts |
| SEC registration | Investment adviser representative in SC · CRD 4120309 |
| Exams passed | Series 66 (2000) |
| Firm size | 7 employees |
| Disclosures | None reported |
| Website | www.burkettfs.com |
How Phillip's firm compares
- Burkett Financial Services's average account is about $375,000, from its Form ADV (assets managed divided by 1,525 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 Smiley a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Phillip holds no broker registration, and Burkett Financial Services 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, Burkett Financial Services, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Phillip Smiley based?
Phillip Smiley is based in Rock Hill, South Carolina.
Is Phillip Smiley registered with the SEC?
Yes. Phillip Smiley is registered as an investment adviser representative in SC (CRD 4120309), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Burkett Financial Services manage?
Burkett Financial Services reports $572.6M across 1,525 accounts in assets under management.
How do I contact Phillip Smiley?
Through Phillip's website, www.burkettfs.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
- 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.