Phyllis Storms
Phyllis Storms is a CFA, CFP-designated registered investment advisor at Arrington Financial Advisors, LLC, based in Moorestown, NJ, with 17 years of industry experience. Phyllis operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 2 more. Their firm serves 15 clients with $11M 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 $250K | 0.50% |
| $250K - $500K | 0.50% |
| $500K - $750K | 0.50% |
| $750K - $1.0M | 0.50% |
| $1M+ | 0.50% |
Fees vary based on portfolio type (mutual fund/exchange-traded fund only, combination, or individual securities). The schedule reflects the lowest tier starting rate (mutual fund and exchange-traded fund only portfolio).
Fee Estimator
Location
Moorestown, NJ
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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.
Learn about disclosures →Employment History
Current Registrations
Arrington Financial Advisors, LLC
Previous Registrations
Rorer Asset Management LLC
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.
Exams
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