Ryan Phillips is a CFA, CFP-designated registered investment advisor at Guidepoint Financial Planning, based in Reston, VA, with 15 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 6 more. Their firm serves 25 clients with $32M 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 $700K | 1.00% |
| $700K - $2.0M | 1.00% |
| $2M+ | 0.85% |
Accounts up to $700,000 pay a flat annual fee of $7,000 (which effectively functions as a 1.0% rate at the maximum of that tier). Fees are negotiable.
Fee Estimator
Contact
Ryan Phillips
Location
Reston, VA
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
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.
Exams
More Advisors
- Patrick Mccarthy, CFA
- Danny Fuentes, CFPAmeriprise Financial Services, LLC
- Hayley Gregory, CFPCommonwealth Financial Network
- Stephen Berardi, CFACresset Asset Management, LLC
- Ann Summerson, CFPRaymond James & Associates, INC.
- David Watson, CFP, ChFCPark Avenue Securities LLC