Firm
Phillips Wealth Planners
Starkville, Mississippi
Fee-only
Phillips Wealth Planners at a glance
- One of 32 fee-only firms based in Mississippi in the Wellspent graph.
- 2 advisors are listed here; all hold the CFP.
- Its Form ADV reports 6 employees and 312 individual clients, 114 of them high net worth.
- Its average account is about $114,000 (assets it manages divided by its 2,986 accounts).
Facts
| Based in | Starkville, Mississippi |
|---|---|
| Website | phillipsfinancial.org |
| Phone | (662) 324-2889 |
Phillips Wealth Planners fees
Phillips Wealth Planners 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 · Hourly · Fixed fees |
|---|---|
| Assets managed | $341 million |
| Individual clients | 198 |
| High-net-worth clients | 114 |
| Accounts managed | 2,986 |
| Employees | 6 |
| Planning clients | 101-250 |
| Registered with | The SEC (801-126127) |
| Financial planning | Offered |
| Form ADV filed | March 4, 2026 |
| SEC record | CRD 319226 |