Rebecca Phillips
Disciplined Equity Management · Atlanta, Georgia
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.
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Facts
| Firm | Disciplined Equity Management |
|---|---|
| Based in | Atlanta, Georgia |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $521.0M across 819 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in GA, TX · CRD 4637342 |
| Exams passed | Series 65 (2004) |
| Firm size | 4 employees |
| Disclosures | None reported |
| Website | www.demgt.com |
How Rebecca's firm compares
- Disciplined Equity Management's average account is about $636,000, from its Form ADV (assets managed divided by 819 accounts).
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Questions about Rebecca
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.
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.
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