Phillip Hanks is a CFP-designated registered investment advisor at Parabla, LLC, based in Oak Ridge, NC, with 9 years of industry experience. Phillip operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, High Net Worth, Investment Management, Retirement Planning. Their firm serves 35 clients with $21M 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 $2.0M | 1.00% |
| $2M+ | 0.25% |
Advisory fees are negotiable.
Fee Estimator
Location
8004 Linville Rd., Suite D-3, Oak Ridge, NC, 27310
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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
Parabla, LLC
Previous Registrations
Parabla, LLC
Black Oak Wealth Management, INC.
Investment Advisors CORP
Broker Dealer Financial Services CORP.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.