# Robert Phillips

> Robert Phillips is a fee-only financial advisor at 3edge Asset Management in Boston, Massachusetts. 3edge Asset Management reports charging a percentage of assets on its Form ADV.

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

## Facts

- **Firm:** 3edge Asset Management
- **Based in:** Boston, Massachusetts
- **Fee model (firm's Form ADV):** Percentage of assets
- **Assets under management (firm):** $1.95B across 2,207 accounts
- **CRD:** 4371874 (https://adviserinfo.sec.gov/individual/summary/4371874)
- **SEC registration:** Investment adviser representative in MA, NH
- **Exams passed:** Series 65 (2015)
- **Firm size:** 24 employees
- **Disclosures:** None reported
- **Website:** https://podcasts.apple.com/us/podcast/view-from-the-edge/id1455879521

## Frequently asked questions

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

Yes, according to SEC records as of October 29, 2026: Robert holds no broker registration, and 3edge Asset Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Robert charge for financial advice?

Robert's firm, 3edge Asset Management, reports charging a percentage of assets on its SEC Form ADV.

### Where is Robert Phillips based?

Robert Phillips is based in Boston, Massachusetts.

### Is Robert Phillips registered with the SEC?

Yes. Robert Phillips is registered as an investment adviser representative in MA and NH (CRD 4371874), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does 3edge Asset Management manage?

3edge Asset Management reports $1.95B across 2,207 accounts in assets under management.

### How do I contact Robert Phillips?

Through Robert's website, podcasts.apple.com/us/podcast/view-from-the-edge/id1455879521.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/4371874): 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.