PD
CFP
PD
CFP

Phillip Ray Denney

26 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & Coaching
Compensation
Fee-Only (AUM)
Firm Size
5 advisors
Number of Clients
Not specified
Average Client Portfolio
Not specified
Assets Under Management
$72.8M

Fee Structure

AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $500K1.25%
$500K - $2.0M1.00%
$2M+1.00%

Fees negotiable for amounts over $2,000,000.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

Sherwood, AR

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History

Regulatory History
Clean regulatory record

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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Other Business Activities

Phillip is the President of Denney Asset Management, an investment advisory business, since 2022. He dedicates full-time hours to providing investment advisory services, including investment planning, portfolio management, and alternative investments.

Employment History
Current Registrations
Halbert Wealth Management, INC
September 2025 - Present · 5 mos
World Investment Advisors, LLC
December 2022 - Present · 3 yrs 2 mos
Previous Registrations
Halbert Wealth Management, INC
November 1999 - February 2023 · 23 yrs 3 mos
State Registrations3 states
ARLATX
Advisor
Exams
No exam information available for this advisor.