PHILLIPS WEALTH PLANNERS LLC is a STARKVILLE, Mississippi based financial advisory firm with nearly $262,000,000 in assets under management and provides investment advisory services for 1735 clients. There are currently 7 financial advisors at the firm.
General Information |
| Firm CRD#: | 319226 | |
| SEC#: | 801-126127 | |
| Assets under Management: | $262,000,000 | |
| No. of Clients: | 1735 | |
| No. of Advisors: | 7 | |
| Advisory Services Provided: | Financial planning services, Portfolio management for individuals and/or small businesses, Pesnsion consulting services, Selection for other advisors | |
| Fee Structure: | A percentage of AUM, Hourly charges, Fixed fees |
| Financial Advisory Firm | Firm CRD# | SEC# | No. of Clients | No. of Advisors | AUM |
| MAG CAP | 298398 | 801-114023 | 3008 | 18 | $1,148,400,486 |
| BARNES PETTEY FINANCIAL ADVISORS, LLC | 142944 | 801-67555 | 2816 | 15 | $1,087,865,356 |
| BALLEW ADVISORS INC | 110522 | 801-38978 | 1668 | 11 | $1,043,103,728 |
| SIMPLIFIED WEALTH MANAGEMENT | 297059 | 801-123772 | 1451 | 7 | $179,488,997 |
| LANGLEY WEALTH MANAGEMENT, LLC | 312823 | 801-120616 | 1441 | 7 | $255,790,637 |
| SOUND FINANCIAL STRATEGIES GROUP, LLC | 286261 | 801-108894 | 1284 | 8 | $184,491,963 |
| NEW PERSPECTIVES, INC. | 113925 | 801-112730 | 1021 | 5 | $239,761,389 |
| EASLEY INVESTMENT CONSULTANTS, INC. | 307258 | 801-118212 | 819 | 5 | $178,232,498 |
| BANKPLUS WEALTH ADVISORS | 152588 | 801-121567 | 698 | 19 | $186,099,182 |
| INMAN JAGER WEALTH MANAGEMENT, LLC | 329603 | 801-129713 | 667 | 2 | $189,251,761 |
| HARDY REED, LLC | 141024 | 801-66976 | 348 | 18 | $1,865,178,576 |
| DAVENPORT WATTS & DRAKE INVESTMENT ADVISORS, LLC | 127506 | 801-123626 | 339 | 3 | $122,243,528 |
| ABRIDGE PARTNERS, LLC | 145247 | 801-68497 | 242 | 2 | $102,493,942 |
| THE MOLPUS WOODLANDS GROUP, LLC | 114575 | 801-63377 | 6 | 110 | $1,341,890,722 |