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Phillip Hammett

Tip Group LLC
7 Years of Experience
Houston, TX
Sells Insurance
View SEC Summary
View SEC Summary

Phillip Hammett is a registered investment advisor at Tip Group LLC, based in Houston, TX, with 7 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, Estate Planning, High Net Worth, Insurance Planning, and 3 more. Their firm serves 372 clients with $59M in assets under management.

Tip Group LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
12 advisors
Number of Clients
372 clients
Average Client Portfolio
$159K average
Assets Under Management
$59.0M

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any0.90%

TIP Group charges up to 0.90% annually for portfolio management. When utilizing third-party managers like AssetMark, total fees may reach up to 1.05% for managed portfolios or up to 2.00% when including AssetMark proprietary funds.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
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Location

1800 W. Loop S Suite 1800, Houston, TX, 77027

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History

Regulatory History
Clean regulatory record

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.

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Other Business ActivitiesSells Insurance

Phillip is an insurance producer since 2018, spending nearly full-time prospecting, meeting with clients, and handling sales-related activities. Phillip also owns a portion of a virtual Amazon store, LLC, dedicating minimal time to forecasting, bookkeeping, and funds disbursement.

Employment History
Current Registrations
Tip Group LLC
October 2022 - Present · 4 yrs
Previous Registrations
The O.N. Equity Sales CompanyBroker
April 2020 - June 2022 · 2 yrs 2 mos
Northwestern Mutual Investment Services, LLCBroker
December 2016 - September 2018 · 1 yr 9 mos
State Registrations1 state
TX
Advisor

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
No exam information available for this advisor.
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