Phillip Michael Plant

53 Years of Experience

1 DisclosureBroker

Areas of Practice

Financial Planning & CoachingRetirement PlanningEstate PlanningEducation PlanningCharitable GivingBusiness OwnersInvestment Management

Springwater Advisors, LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

2 advisors

Number of Clients

16 clients

Average Client Portfolio

$4.9M average

Assets Under Management

$78.5M

Fee Structure

Location

800 North Shoreline Blvd., Suite 2200 South, Corpus Christi, TX, 78401

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History

Regulatory History (1)

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Financial

December 2016

Final

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Other Business Activities

Phillip is involved in numerous investment-related activities, including roles as board member, co-trustee, managing partner, general partner, president, manager, and agent/solicitor for various entities. He spends minimal time on Wild Basin Investments and East Highpoint Investment Partners II LLC.