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Credentials
Series 63, Series 65, Series 66
Experience Industry experience
2 years
Location
Remote
Tanager Wealth Management
Team
Benjamin Phillips is a financial advisor at Tanager Wealth Management with two years of industry experience. He holds Series 63, Series 65, and Series 66 licenses. Prior to joining Tanager, he worked with Northcoast Asset Management, Connectus Wealth, and NewBridge Securities Corporation, among others. Tanager Wealth Management serves individual and high-net-worth clients, as well as trusts, charities, and retirement plans, offering discretionary portfolio management, financial planning, and access to independent investment managers. The firm employs an asset-allocation framework with fundamental analysis and actively manages accounts, including the use of margin when appropriate, and maintains a notable non-U.S. client base with tailored operational practices.
Based on Tanager Wealth Management
Based on Tanager Wealth Management
Fixed financial planning fee of $10,000
$0 - $1,000,000: 1.50% total fee (1.25% annual fee + 0.25% Bespoke Beta Fee) $1,000,001 - $3,000,000: 1.25% total fee (1.00% annual fee + 0.25% Bespoke Beta Fee) $3,000,001 - $10,000,000: 1.00% total fee (0.75% annual fee + 0.25% Bespoke Beta Fee) $10,000,001 - $20,000,000: 0.75% total fee (0.50% annual fee + 0.25% Bespoke Beta Fee) $20,000,001+: 0.65% total fee (0.40% annual fee + 0.25% Bespoke Beta Fee)
Minimum fee: $10,000 minimum annual fee for all clients Fee-only: Fixed fee of $10,000 for creating client financial plans (non-negotiable)
Pennsylvania · Texas
2 years of industry experience
Tanager Wealth Management LLP
2025 - Present • 1 year
London
Tanager Wealth Management
2024 - Present • 2 years
Philadelphia, PA
Unemployed
2023 - 2024 • 1 year
Greenwich, CT
Northcoast Asset Management
2022 - 2023 • 1 year
Greenwich, CT
Connectus Wealth
2022 - 2023 • 1 year
Greenwich, CT
NewBridge Securities Corporation
2020 - 2022 • 2 years
Chestnut Ridge, NY
Red Boy LLC
2019 - 2020 • 1 year
Cheshire
NewBridge Securities Corporation
2019 - 2019 • 1 year
Chestnut Ridge, NY
Aurora Capital LLC
2018 - 2019 • 1 year
Bridgehampton, NY
Mahoney Asset Management
2018 - 2022 • 4 years
Chestnut Ridge, NY
TD Ameritrade
2016 - 2018 • 2 years
Painesville, OH
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Is not active or affiliated with:
Insurance agent
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Bank
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Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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