CP
CFA
CP
CFA

Cherry Thi Phan

8 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningEducation PlanningTax PlanningEstate PlanningFinancial Planning & CoachingCharitable GivingHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
40 advisors
Number of Clients
325 clients
Average Client Portfolio
$988K average
Assets Under Management
$321.0M

Fee Structure

Minimum Investment:None
Loading...

Location

Austin, TX

Get directions

History

Regulatory History
Clean regulatory record

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

Cherry is a passive investor in Cibolo Al, LLC, a software company, since 2022. This activity is not investment-related and requires minimal time.

Employment History
Current Registrations
Xypn Invest
November 2024 - Present · 1 yr 3 mos
Previous Registrations
Durbin Bennett Private Wealth Management, LLC
August 2016 - October 2023 · 7 yrs 2 mos
State Registrations2 states
MTTX
Advisor
Exams
No exam information available for this advisor.