Zachary Phillips
LVZ · Clarkesville, Georgia
Zachary Phillips is a fee-only financial advisor at LVZ in Clarkesville, Georgia. LVZ reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | LVZ |
|---|---|
| Based in | Clarkesville, Georgia |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $1.13B across 5,879 accounts |
| SEC registration | Investment adviser representative in GA · CRD 6313404 |
| Exams passed | Series 66 (2016) |
| Firm size | 24 employees |
| Disclosures | None reported |
| Website | www.lvzadvisors.com |
How Zachary's firm compares
- LVZ's average account is about $191,000, from its Form ADV (assets managed divided by 5,879 accounts).
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Questions about Zachary
Is Zachary Phillips a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Zachary holds no broker registration, and LVZ 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, LVZ, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Zachary Phillips based?
Zachary Phillips is based in Clarkesville, Georgia.
Is Zachary Phillips registered with the SEC?
Yes. Zachary Phillips is registered as an investment adviser representative in GA (CRD 6313404), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does LVZ manage?
LVZ reports $1.13B across 5,879 accounts in assets under management.
How do I contact Zachary Phillips?
Through Zachary's website, www.lvzadvisors.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
- 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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