PW
CFP
PW
CFP
Phyllis Wordhouse
42 Years of Experience
Wayland, MI
1 Disclosure
Phyllis Wordhouse is a CFP-designated registered investment advisor at Wordhouse Wealth Coaching, based in Wayland, MI, with 42 years of industry experience. Phyllis operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning.
Compensation
Fee-Only (% of Portfolio)
Firm Size
2 advisors
Number of Clients
Not specified
Average Client Portfolio
Not specified
Fee Structure
Minimum Investment:$10
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 0.84% |
| $500K - $1.0M | 0.75% |
| $1.0M - $4.0M | 0.60% |
| $4M+ | 0.39% |
Matson Money also charges up to 0.50% based upon the average daily net assets of the Matson fund. Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
Wayland, MI
Get directionsHistory
Regulatory History (1)
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Customer Dispute
July 2002Award / Judgment
Employment History
Current Registrations
Wordhouse Wealth Coaching
June 2012 - Present · 13 yrs 11 mos
Previous Registrations
Wealth Advisors Group LLC.
January 2002 - December 2011 · 9 yrs 11 mos
Medallion Equities, INC.Broker
November 1997 - December 2001 · 4 yrs 1 mo
Southern Capital Securities, INC.Broker
September 1996 - December 1997 · 1 yr 3 mos
Keogler, Morgan & Company, INC.Broker
March 1995 - September 1996 · 1 yr 6 mos
Mariner Financial Services, INC.Broker
March 1988 - February 1995 · 6 yrs 11 mos
Korn, Womack, Stern and Associates, INC.Broker
January 1986 - March 1988 · 2 yrs 2 mos
Value Equities CorporationBroker
November 1985 - January 1986 · 2 mos
Fsc Securities CorporationBroker
October 1984 - December 1985 · 1 yr 2 mos
Ids Marketing CorporationBroker
August 1983 - January 1985 · 1 yr 5 mos
State Registrations9 states
CAGAINMDMIOHORTXWA
Advisor
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Exams
No exam information available for this advisor.