Philip Gibson is a CFP-designated registered investment advisor at Xypn Sapphire, based in Indian Land, SC, with 9 years of industry experience. Philip operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Corporate Executives, Education Planning, Financial Planning & Coaching, and 2 more. Their firm serves 796 clients with $1.3B 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 $5.0M | 0.35% |
| $5.0M - $25.0M | 0.30% |
| $25M+ | 0.25% |
Fees apply to clients of advisors who are current members of XY Planning Network. Members who terminate their network membership experience a 0.05% fee increase. Fees may be negotiable based on anticipated future asset growth and account composition.
Fee Estimator
Contact
Philip Gibson
Location
Indian Land, SC
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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 →Other Business Activities
Philip is a Professor of Finance and Director of Financial Planning at Winthrop University since 2014, teaching classes, doing research, and providing university service. This takes about 10-20% of his time, with a few hours per week occurring during trading hours.
Employment History
Current Registrations
Xypn Sapphire
Previous Registrations
Concurrent Wealth Management
Wealth Enhancement Advisory Services, LLC
Carroll Financial Associates INC
Elation Wealth LLC
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.
Exams
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