Philip Ricasata is a CFP-designated registered investment advisor at Creative Planning, based in Ventura, CA, with 26 years of industry experience. Philip operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 84,858 clients with $220B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.20% |
| $500K - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.85% |
| $5.0M - $10.0M | 0.80% |
| $10.0M - $25.0M | 0.70% |
| $25.0M - $50.0M | 0.40% |
| $50.0M - $100.0M | 0.30% |
| $100M+ | 0.25% |
Fees and how they are charged are negotiable.
Fee Estimator
Location
Ventura, CA
Get directionsHistory
Regulatory History (1)
Customer Dispute
June 2008Other Business Activities
Philip is a co-owner with his spouse of an Amazon Reseller business since 2022. This activity, which is not investment related, takes about 10-20% of Philip's time.
Employment History
Current Registrations
Creative Planning
Previous Registrations
Walpole Financial Advisors, LLC
Strategic Advisers, INC.
Fidelity Brokerage Services LLCBroker
Chase Investment Services CORP.
Chase Investment Services CORP.Broker
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
UBS Financial Services INC.
UBS Financial Services INC.Broker
Merrill Lynch Pierce Fenner & Smith INC.
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Northwestern Mutual Investment Services, LLCBroker
Robert W. Baird & CO. IncorporatedBroker
State Registrations2 states
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.