Zachary Philipp
Painted Porch Advisors · Santa Barbara, California
Zachary Philipp is a fee-only financial advisor at Painted Porch Advisors in Santa Barbara, California, who holds the CFP credential. Painted Porch Advisors reports charging a percentage of assets and fixed fees on its Form ADV.
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Facts
| Firm | Painted Porch Advisors |
|---|---|
| Based in | Santa Barbara, California |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Accepting new clients | Yes |
| Assets under management | $571.9M across 806 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CA · CRD 8093104 |
| Firm size | 21 employees |
| Disclosures | None reported |
| Website | www.paintedporchadvisors.com |
How Zachary's firm compares
- Painted Porch Advisors's average account is about $710,000, from its Form ADV (assets managed divided by 806 accounts).
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Questions about Zachary
Is Zachary Philipp a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Zachary holds no broker registration, and Painted Porch Advisors 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, Painted Porch Advisors, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Zachary Philipp based?
Zachary Philipp is based in Santa Barbara, California.
What credentials does Zachary Philipp hold?
Zachary Philipp holds the CFP credential.
Is Zachary Philipp registered with the SEC?
Yes. Zachary Philipp is registered as an investment adviser representative in CA (CRD 8093104), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Painted Porch Advisors manage?
Painted Porch Advisors reports $571.9M across 806 accounts in assets under management.
How do I contact Zachary Philipp?
Through Zachary's website, www.paintedporchadvisors.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
- Painted Porch 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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