Phillip Walker is a CFP-designated registered investment advisor at Approach Retirement Advisors, LLC, based in Pensacola, FL, with 15 years of industry experience. Phillip operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, High Net Worth, Investment Management, and 3 more. Their firm serves 144 clients with $230M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $3.0M | 0.75% |
| $3.0M - $6.0M | 0.60% |
| $6.0M - $10.0M | 0.50% |
| $10M+ | 0.40% |
Fees are negotiable depending on individual client circumstances. Family member accounts living in the same household may be combined to meet minimums or fee tiers.
Fee Estimator
Contact
Phillip Walker
Location
3 W Garden Street, Suite 612, Pensacola, FL, 32502
Get directionsHistory
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 →Employment History
Current Registrations
Approach Retirement Advisors, LLC
Previous Registrations
Walker Wealth Advisors, LLC
Bayside Wealth Management
State Registrations3 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.
Exams
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