Zachary Hamm-Phipps
Aurdan Capital Management · Wayne, Pennsylvania
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.
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Specialties
Facts
| Firm | Aurdan Capital Management |
|---|---|
| Based in | Wayne, Pennsylvania |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $526.2M across 423 accounts |
| Credentials | CFA |
| SEC registration | Investment adviser representative in PA · CRD 5414497 |
| Exams passed | Series 65 (2011) |
| Firm size | 7 employees |
| Disclosures | None reported |
| Website | aurdancapital.com |
How Zachary's firm compares
- Aurdan Capital Management's average account is about $1.2 million, from its Form ADV (assets managed divided by 423 accounts).
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Questions about Zachary
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.
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
- Aurdan Capital Management 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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