Lauren Black is a CFP-designated registered investment advisor at Phillips Wealth Planners LLC, based in Starkville, MS, with 14 years of industry experience. Lauren operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 321 clients with $340M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Phillips Wealth charges a percentage of your portfolio's value each quarter, paid in advance. The annual fee ranges from 0.35% to 2.00%, depending on the complexity of your situation, the amount of assets managed, and your overall relationship with Phillips Wealth. Accounts under $5,000 will be excluded from the calculation. Fees may be negotiable.
Location
104 West Lampkin Street, Starkville, MS, 39759
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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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Lauren is temporarily dually-registered with Phillips Wealth Partners, LLC and Raymond James Financial Services Advisors Inc. Lauren also serves as Treasurer for Bridges Out of Poverty, a non-profit, and works for Phillips Financial as an associate, spending about half of her time meeting with clients, doing financial planning, and investment research.
Employment History
Current Registrations
Phillips Wealth Planners LLC
Previous Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
State Registrations2 states
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