Phillip Saunders is a registered investment advisor at Joss Brown Wealth Advisors, based in Newport News, VA, with 5 years of industry experience. Phillip operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Business Owners, Charitable Giving, Education Planning, and 9 more. Their firm serves 129 clients with $160M 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 | 1.00% |
Fees range from 0.25% to 1.00% of investable assets per year, subject to a $5,000 annual minimum. Fees are negotiable.
Fee Estimator
Contact
Phillip Saunders
Location
751 Thimble Shoals Blvd, Suite C, Newport News, VA, 23606
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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
Joss Brown Wealth Advisors
Previous Registrations
Joss Brown Wealth Advisors, 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
Additional Information
Phillip joined the Joss Brown team in June of 2021. He graduated Suma Cum Laude from Virginia Tech, where he studied Financial Planning with a minor in Spanish Language. It was there that Phillip chose this profession. Being analytical in nature, Phillip desired a career where he could challenge his mind and serve others. He took an interest in the fee-only financial planning sector, after hearing an invited class speaker in his introductory Finance class sophomore year. Phillip was drawn to the purposeful work of fiduciary financial advisors as he realized that finances affect every aspect of an individual’s life.
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