Philip White is a CFA, CFP, ChFC-designated registered investment advisor at Inflection Financial, based in San Antonio, TX, with 21 years of industry experience. Philip operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 73 clients with $340M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
IF Advisors offers several ways for individuals to engage their services. Two options involve a yearly retainer fee plus a percentage of the assets they manage:
- Option 1: $8,000 per year retainer + 0.50% of assets under management
- Option 2: $5,000 per year retainer + 0.70% of assets under management
Fees may be negotiable based on account size and servicing requirements.
Location
San Antonio, TX
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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 →Other Business Activities
Philip is a minority owner of Lonestar Sandwich LLC, a quick-serve restaurant franchise holding company, dedicating a few hours per week. He also serves on the board of directors for Cottonwood Residential, a multi-family real estate investment trust, spending minimal time on this activity.
Employment History
Current Registrations
Inflection Financial
Previous Registrations
Myfinancialanswers
Retirement Plan Fiduciaries, LLC
Dc Advisors, LLC
USAA Financial Planning Services
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.