Phillip Washington
Stone Hill Wealth Management · Dallas, Texas
Phillip Washington is a fee-only financial advisor at Stone Hill Wealth Management in Dallas, Texas. Stone Hill Wealth Management reports charging a percentage of assets, hourly fees, fixed fees and performance-based fees on its Form ADV.
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Facts
| Firm | Stone Hill Wealth Management |
|---|---|
| Based in | Dallas, Texas |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees · Performance-based fees |
| Assets under management | $21.4M across 115 accounts |
| SEC registration | Investment adviser representative in TX · CRD 5026394 |
| Exams passed | Series 63 (2006) · Series 65 (2012) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.stonehillwm.com |
How Phillip's firm compares
- Stone Hill Wealth Management's average account is about $186,000, from its Form ADV (assets managed divided by 115 accounts).
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Questions about Phillip
Is Phillip Washington a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Phillip holds no broker registration, and Stone Hill Wealth Management 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, Stone Hill Wealth Management, reports charging a percentage of assets, hourly fees, fixed fees and performance-based fees on its SEC Form ADV.
Where is Phillip Washington based?
Phillip Washington is based in Dallas, Texas.
Is Phillip Washington registered with the SEC?
Yes. Phillip Washington is registered as an investment adviser representative in TX (CRD 5026394), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Stone Hill Wealth Management manage?
Stone Hill Wealth Management reports $21.4M across 115 accounts in assets under management.
How do I contact Phillip Washington?
Through Phillip's website, www.stonehillwm.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Dallas
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.
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