# Stephen Philliber

> Stephen Philliber is a fee-only financial advisor at WP Advisors in South San Francisco, California. WP Advisors reports charging a percentage of assets on its Form ADV.

Page: https://find.wellspent.co/advisors/stephen-philliber/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** WP Advisors
- **Based in:** South San Francisco, California
- **Fee model (firm's Form ADV):** Percentage of assets
- **Assets under management (firm):** $588.9M across 842 accounts
- **Works with:** Executives, Founders, High earners
- **CRD:** 2518605 (https://adviserinfo.sec.gov/individual/summary/2518605)
- **SEC registration:** Investment adviser representative in CA, TX
- **Exams passed:** Series 63 (1995), Series 65 (1999)
- **Firm size:** 4 employees
- **Disclosures:** Reported; see the SEC record
- **Website:** http://www.wpadvisorsllc.com

## Frequently asked questions

### Is Stephen Philliber a fee-only financial advisor?

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

### How does Stephen charge for financial advice?

Stephen's firm, WP Advisors, reports charging a percentage of assets on its SEC Form ADV.

### Where is Stephen Philliber based?

Stephen Philliber is based in South San Francisco, California.

### Is Stephen Philliber registered with the SEC?

Yes. Stephen Philliber is registered as an investment adviser representative in CA and TX (CRD 2518605), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.

### How much does WP Advisors manage?

WP Advisors reports $588.9M across 842 accounts in assets under management.

### How do I contact Stephen Philliber?

Through Stephen's website, www.wpadvisorsllc.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/2518605): 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
- The firm's website (https://wpadvisorsllc.com/): specialties, clients served, and fees, checked October 30, 2026

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