Lynn Phillips-Gaines
Lynn Phillips-Gaines is a CFP-designated registered investment advisor at Phillips Wealth Planners LLC, based in Starkville, MS, with 43 years of industry experience. Lynn operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 321 clients with $340M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Phillips Wealth charges a percentage of your portfolio's value each quarter, paid in advance. The annual fee ranges from 0.35% to 2.00%, depending on the complexity of your situation, the amount of assets managed, and your overall relationship with Phillips Wealth. Accounts under $5,000 will be excluded from the calculation. Fees may be negotiable.
Location
104 West Lampkin Street, Starkville, MS, 39759
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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Lynn is an officer and CEO of an independent RIA, dedicating a significant amount of time to it. Lynn also has ownership roles in Early Building Construction, LLC, Endeavour Enterprises, LLC, Lynn Phillips, Inc., and Phillips Financial, spending varying amounts of time on each.
Employment History
Current Registrations
Phillips Wealth Planners LLC
Previous Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services
Phillips Financial Advisory, INC.
Raymond James Financial Services, INC.Broker
Royal Alliance Associates, INC.Broker
Keogler, Morgan & Company, INC.Broker
Fsc Securities CorporationBroker
Ids Life Insurance CompanyBroker
Ids/american Express INC.Broker
Ids Marketing CorporationBroker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.