Robert Phillips
3edge Asset Management · Boston, Massachusetts
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.
Request an introduction to Robert →
Facts
| Firm | 3edge Asset Management |
|---|---|
| Based in | Boston, Massachusetts |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $1.95B across 2,207 accounts |
| SEC registration | Investment adviser representative in MA, NH · CRD 4371874 |
| Exams passed | Series 65 (2015) |
| Firm size | 24 employees |
| Disclosures | None reported |
| Website | podcasts.apple.com/us/podcast/view-from-the-edge/id1455879521 |
How Robert's firm compares
- 3edge Asset Management's average account is about $885,000, from its Form ADV (assets managed divided by 2,207 accounts).
Request an introduction to Robert
Tell Robert a little about what you're looking for. Robert isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Robert
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.
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.
See something wrong? Request a correction. Read our methodology.