A complete list of active advisors currently associated with Phillips Wealth Management LLC

Warmer can help you find a great advisor at Phillips Wealth Management LLC or one who fits your needs even better.

Phillips Wealth Management provides discretionary asset management, financial planning, and retirement-plan advisory services to individuals (including high‑net‑worth clients), trusts, estates, and employer‑sponsored plans. The firm offers both active and passive portfolios, serves as a 3(21) ERISA advisor for qualified plans, and sponsors a wrap fee program described in its ADV. Portfolios are managed on a discretionary basis using a mix of fundamental, technical, charting and cyclical analysis, with account reviews at least quarterly and rebalancing as needed. The firm also uses third‑party money managers for portions of client assets and employs a third‑party “held‑away” platform to oversee defined‑contribution or participant accounts, while monitoring TPM performance and disclosures. Noteworthy distinctions disclosed in the brochure are the firm’s role as a wrap fee program sponsor—an arrangement relatively uncommon among comparable supported firms—and an affiliated insurance brokerage activity at the management level that generates typical commission compensation. The ADV also discloses that the firm may receive referral fees from third‑party managers and describes disclosure and monitoring procedures intended to mitigate those conflicts of interest.

To learn more about the advisors currently working at Phillips Wealth Management LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.