# Rebecca Phillips

> Rebecca Phillips is a fee-only financial advisor at Disciplined Equity Management in Atlanta, Georgia, who holds the CFP credential. Disciplined Equity Management reports charging a percentage of assets on its Form ADV.

Page: https://find.wellspent.co/advisors/rebecca-phillips/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** Disciplined Equity Management
- **Based in:** Atlanta, Georgia
- **Fee model (firm's Form ADV):** Percentage of assets
- **Assets under management (firm):** $521.0M across 819 accounts
- **Credentials:** CFP
- **CRD:** 4637342 (https://adviserinfo.sec.gov/individual/summary/4637342)
- **SEC registration:** Investment adviser representative in GA, TX
- **Exams passed:** Series 65 (2004)
- **Firm size:** 4 employees
- **Disclosures:** None reported
- **Website:** http://www.demgt.com

## Frequently asked questions

### Is Rebecca Phillips a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Rebecca holds no broker registration, and Disciplined Equity Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Rebecca charge for financial advice?

Rebecca's firm, Disciplined Equity Management, reports charging a percentage of assets on its SEC Form ADV.

### Where is Rebecca Phillips based?

Rebecca Phillips is based in Atlanta, Georgia.

### What credentials does Rebecca Phillips hold?

Rebecca Phillips holds the CFP credential.

### Is Rebecca Phillips registered with the SEC?

Yes. Rebecca Phillips is registered as an investment adviser representative in GA and TX (CRD 4637342), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Disciplined Equity Management manage?

Disciplined Equity Management reports $521.0M across 819 accounts in assets under management.

### How do I contact Rebecca Phillips?

Through Rebecca's website, www.demgt.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/4637342): 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 and Form ADV: registration, exams, and firm facts, data as of October 29, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.