# Zachary Hamm-Phipps

> Zachary Hamm-Phipps is a fee-only financial advisor at Aurdan Capital Management in Wayne, Pennsylvania, who holds the CFA credential. Zachary focuses on retirement planning. Aurdan Capital Management reports charging a percentage of assets and fixed fees on its Form ADV.

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

## Facts

- **Firm:** Aurdan Capital Management
- **Based in:** Wayne, Pennsylvania
- **Fee model (firm's Form ADV):** Percentage of assets; Fixed fees
- **Assets under management (firm):** $526.2M across 423 accounts
- **Credentials:** CFA
- **Specialties:** Retirement planning
- **CRD:** 5414497 (https://adviserinfo.sec.gov/individual/summary/5414497)
- **SEC registration:** Investment adviser representative in PA
- **Exams passed:** Series 65 (2011)
- **Firm size:** 7 employees
- **Disclosures:** None reported
- **Website:** https://aurdancapital.com/

## Frequently asked questions

### Is Zachary Hamm-Phipps a fee-only financial advisor?

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

### How does Zachary charge for financial advice?

Zachary's firm, Aurdan Capital Management, reports charging a percentage of assets and fixed fees on its SEC Form ADV.

### Where is Zachary Hamm-Phipps based?

Zachary Hamm-Phipps is based in Wayne, Pennsylvania.

### What does Zachary specialize in?

Zachary's specialties include retirement planning.

### What credentials does Zachary Hamm-Phipps hold?

Zachary Hamm-Phipps holds the CFA credential.

### Is Zachary Hamm-Phipps registered with the SEC?

Yes. Zachary Hamm-Phipps is registered as an investment adviser representative in PA (CRD 5414497), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Aurdan Capital Management manage?

Aurdan Capital Management reports $526.2M across 423 accounts in assets under management.

### How do I contact Zachary Hamm-Phipps?

Through Zachary's website, aurdancapital.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/5414497): 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://aurdancapital.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.