Nancy Phillips
Nancy Phillips is a CFP-designated registered investment advisor at Perryman Financial Advisory, INC., based in Dallas, TX, with 23 years of industry experience. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 3 more. Their firm serves 452 clients with $800M 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 | 1.50% |
| $500K - $1.5M | 1.00% |
| $1.5M - $3.0M | 0.75% |
| $3M+ | 0.50% |
Fees are negotiable in certain situations.
Fee Estimator
Location
12221 Merit Dr Ste 1660, Dallas, TX, 75251
Get directionsHistory
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 →Other Business ActivitiesSells Insurance
Nancy is a CPA and president of Nancy K. Phillips, PC, dedicating nearly full-time hours to this role. She is also a partner in Peak Properties, LP, and an owner in Peak Properties, Inc., spending minimal time on these real estate ventures. Nancy also sells insurance and bead jewelry, and acts as a solicitor for Perryman Investment Advisors Inc.
Employment History
Current Registrations
Perryman Financial Advisory, INC.
Previous Registrations
Perryman Securities, INC.Broker
Northwestern Mutual Investment Services, LLCBroker
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.