Ryan Phillips is a CFA, CFP-designated registered investment advisor at Guidepoint Financial Planning, based in Great Falls, VA, with 14 years of industry experience. Ryan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 4 more. Their firm serves 23 clients with $25M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
GuidePoint Financial Planning manages investment portfolios for clients. The annual advisory fee is based on the value of the assets managed:
- $0 - $700,000: $7,000
- $700,001 - $2,000,000: 1.00% per year
- Over $2,000,001: 0.850% per year
The annual fees are negotiable and are paid quarterly. For accounts valued at $700,000 or less, advisory fees can be paid by electronic funds transfer or directly debited from Client accounts. For accounts valued at $700,001 and above, advisory fees will be directly debited from Client accounts.
Contact
Ryan Phillips
Location
Great Falls, VA
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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.
Learn about disclosures →Employment History
Current Registrations
Guidepoint Financial Planning
Previous Registrations
Evermay Wealth Management, LLC
Sagevest Wealth Management
The Fairman Group, LLC
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.
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