Philip Tilp is a CFP-designated registered investment advisor at Trillium Valley Financial Planning, based in Sherwood, OR, with 16 years of industry experience. Philip 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.
Compensation
Firm Size
IM Fee
Fee Structure
- Financial Checkup - A review of your overall financial picture and pressing financial issues.
- Financial Project - An in-depth analysis of one or two specific personal finance issues.
- Financial Review - A comprehensive analysis of the many financial factors that impact your life.
Location
Sherwood, OR
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Philip is a co-owner and business manager of Trillium Valley Farm, a small farm operation raising pygora goats and selling related products since 1998. This non-investment related activity takes a significant amount of Philip's time outside of work hours.
Employment History
Current Registrations
Trillium Valley Financial Planning
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.