Andrew Phillips is a registered investment advisor at Phillips Wealth Management LLC, based in Pickerington, OH, with 8 years of industry experience. Andrew 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, High Net Worth, and 4 more. Their firm serves 288 clients with $78M 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 $50K | 0.50% |
| $50K+ | 0.25% |
This fee schedule is for passive portfolios. PWM also offers direct asset management services for assets held away for an annual fee of up to 1.00% of managed assets. Fees are negotiable.
Fee Estimator
Location
12927 Stonecreek Dr., Suite D, Pickerington, OH, 43147
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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
Phillips Wealth Management LLC
Previous Registrations
Mid Atlantic Capital CorporationBroker
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.