Joel Phillips is a registered investment advisor at Merit Financial Advisors, based in Alpharetta, GA, with 17 years of industry experience. Joel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Investment Management, and 2 more. Their firm serves 14,417 clients with $11B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Merit Financial Group charges an annual investment advisory fee of up to 2.50% of the assets in your account. This fee is negotiable and can depend on the investment advisor representative, the value of your account, the types of assets, the complexity of your portfolio, your financial situation, how actively your portfolio is traded, anticipated future assets, your relationship with the advisor, and any additional services you request. Clients of independent contractor advisors pay an additional platform fee of 0.25% or 0.35% depending on who manages the account.
Location
2400 Lakeview Parkway, Suite 550, Alpharetta, GA, 30009
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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.
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Joel is an LLC member in several companies, including a small business consulting firm (owned/operated by his wife), multiple real estate holding companies, a personal/family holding company, and registered investment advisors. He dedicates minimal time to each of these activities, a few hours per week for the consulting firm and even less for the others.
Employment History
Current Registrations
Merit Financial Advisors
Previous Registrations
Fiduciary Services LLC
Kalos Capital, INC.Broker
Sanctuary Wealth Management, LLC
Triad Advisors, INC.Broker
Cambridge Investment Research, INC.Broker
State Registrations2 states
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.