Firm
Phillips and Company Advisors
Portland, Oregon
Fee-only
Phillips and Company Advisors at a glance
- One of 191 fee-only firms based in Oregon in the Wellspent graph.
- 13 advisors are listed here; 1 of 13 hold the CFA.
- Its Form ADV reports 19 employees and 1,110 individual clients, 176 of them high net worth.
- Its average account is about $996,000 (assets it manages divided by its 2,675 accounts).
Fee-only advisors in Oregon · What fee-only advisors charge in Oregon
Facts
| Based in | Portland, Oregon |
|---|---|
| Website | phillipsandco.com |
| Phone | (503) 224-0858 |
Phillips and Company Advisors fees
Phillips and Company Advisors doesn't publish its prices on its website, or we couldn't confirm them word for word. Ask for its Form ADV Part 2A, which must describe its fees.
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets · Fixed fees · Performance-based fees |
|---|---|
| Assets managed | $2.7 billion |
| Individual clients | 934 |
| High-net-worth clients | 176 |
| Accounts managed | 2,675 |
| Employees | 19 |
| Planning clients | 251-500 |
| Registered with | The SEC (801-63879) |
| Financial planning | Offered |
| Form ADV filed | October 16, 2026 |
| SEC record | CRD 167214 |