Phyllis Storms
Arrington Financial Advisors · Moorestown, New Jersey
Phyllis Storms is a fee-only financial advisor at Arrington Financial Advisors in Moorestown, New Jersey, who holds the CFP and CFA credentials. Arrington Financial Advisors reports charging fixed fees on its Form ADV.
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Facts
| Firm | Arrington Financial Advisors |
|---|---|
| Based in | Moorestown, New Jersey |
| Fee model (firm's Form ADV) | Fixed fees |
| Assets under management | $10.8M across 31 accounts |
| Credentials | CFP · CFA |
| SEC registration | Investment adviser representative in NJ · CRD 2700720 |
| Exams passed | Series 65 (1995) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.arringtonfa.com |
How Phyllis's firm compares
- Arrington Financial Advisors's average account is about $347,000, from its Form ADV (assets managed divided by 31 accounts).
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Questions about Phyllis
Is Phyllis Storms a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Phyllis holds no broker registration, and Arrington Financial Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Phyllis charge for financial advice?
Phyllis's firm, Arrington Financial Advisors, reports charging fixed fees on its SEC Form ADV.
Where is Phyllis Storms based?
Phyllis Storms is based in Moorestown, New Jersey.
What credentials does Phyllis Storms hold?
Phyllis Storms holds the CFP and CFA credentials.
Is Phyllis Storms registered with the SEC?
Yes. Phyllis Storms is registered as an investment adviser representative in NJ (CRD 2700720), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Arrington Financial Advisors manage?
Arrington Financial Advisors reports $10.8M across 31 accounts in assets under management.
How do I contact Phyllis Storms?
Through Phyllis's website, www.arringtonfa.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Moorestown
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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