Zachary Phillips is a registered investment advisor at Lvz, INC., based in Clarkesville, GA, with 10 years of industry experience. Zachary operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 2,387 clients with $970M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Fees may be negotiable based on client circumstances. A $60 annual maintenance fee is charged if the quarterly billable account value remains below $100,000.
Fee Estimator
Location
138 East Water Street, Clarkesville, GA, 30523
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 →Other Business Activities
Zachary is a salesperson at CAP Realty Inc. and owns T. L. Phillips Financial Group Inc., Phillips Financial Planning, Inc., and ZLA, LLC. He also serves as a board member for the Clarkesville Planning Commission, dedicating minimal time to this role.
Employment History
Current Registrations
Lvz, INC.
Previous Registrations
Securities America Advisors, INC.
Securities America, INC.Broker
Next Financial Group, INC.
Next Financial Group, INC.Broker
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.