Philip Sunderland
Philip Sunderland is a registered investment advisor at Edward Jones, based in Williamsport, PA, with 13 years of industry experience. Philip operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Retirement Planning, Tax Planning. Their firm serves 3,743,795 clients with $820B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Edward Jones offers an Ongoing Financial Planning Service for a maximum fee of $3,600 per year. This includes a financial plan and periodic updates, generally at least once per year, based on consultations with your financial advisor. You can discuss and revise your plan as needed. The fee may be paid in quarterly installments. To be eligible, you must have at least $250,000 enrolled in one or more Edward Jones Advisory Programs.
Edward Jones offers a Point in Time Financial Planning Service for which they do not currently charge a separate fee, but reserve the right to do so in the future. This service includes consultations with your financial advisor who will analyze your situation and provide a personalized financial plan.
Location
49 E 4th St Suite 107, Williamsport, PA, 17701
Get directionsHistory
Regulatory History (1)
Financial
December 2016Other Business Activities
Philip is the owner of Sunphil, LLC (real estate title abstracting) and CEO of Grant L. Reeder Holdings, LLC, but these entities are inactive and require minimal time. He also works as adjunct faculty teaching accounting at Lycoming College, dedicating a few hours per week.
Employment History
Current Registrations
Edward Jones
Edward JonesBroker
State Registrations12 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.