Stephen Philliber
WP Advisors · South San Francisco, California
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.
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Who they serve
- Executives
- Founders
- High earners
Facts
| Firm | WP Advisors |
|---|---|
| Based in | South San Francisco, California |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $588.9M across 842 accounts |
| SEC registration | Investment adviser representative in CA, TX · CRD 2518605 |
| Exams passed | Series 63 (1995) · Series 65 (1999) |
| Firm size | 4 employees |
| Disclosures | Reported; see the SEC record |
| Website | www.wpadvisorsllc.com |
| Profile |
How Stephen's firm compares
- WP Advisors's average account is about $699,000, from its Form ADV (assets managed divided by 842 accounts).
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Questions about Stephen
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.
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
- WP Advisors website : specialties, clients served, and fees, checked October 30, 2026
- 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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