# Stacy Phillips

> Stacy Phillips is a fee-only financial advisor at Four Quadrant Wealth Advisors in Carmel, Indiana. Four Quadrant Wealth Advisors reports charging a percentage of assets and fixed fees on its Form ADV.

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

## Facts

- **Firm:** Four Quadrant Wealth Advisors
- **Based in:** Carmel, Indiana
- **Fee model (firm's Form ADV):** Percentage of assets; Fixed fees
- **Assets under management (firm):** $219.0M across 552 accounts
- **CRD:** 4961703 (https://adviserinfo.sec.gov/individual/summary/4961703)
- **SEC registration:** Investment adviser representative in IN
- **Exams passed:** Series 63 (2005), Series 66 (2017)
- **Firm size:** 34 employees
- **Disclosures:** None reported
- **Website:** https://www.4quadrant.com

## Frequently asked questions

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

Yes, according to SEC records as of October 29, 2026: Stacy holds no broker registration, and Four Quadrant Wealth Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Stacy charge for financial advice?

Stacy's firm, Four Quadrant Wealth Advisors, reports charging a percentage of assets and fixed fees on its SEC Form ADV.

### Where is Stacy Phillips based?

Stacy Phillips is based in Carmel, Indiana.

### Is Stacy Phillips registered with the SEC?

Yes. Stacy Phillips is registered as an investment adviser representative in IN (CRD 4961703), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Four Quadrant Wealth Advisors manage?

Four Quadrant Wealth Advisors reports $219.0M across 552 accounts in assets under management.

### How do I contact Stacy Phillips?

Through Stacy's website, www.4quadrant.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/4961703): 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.