Phoenix Financial Solutions, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Phoenix Financial Solutions, Inc. provides fee-only financial planning (hourly and comprehensive engagements) and investment advisory services to individuals as well as a range of entities, including trusts, estates, charitable organizations, small businesses and other corporate entities. The brochure also describes educational workshops on financial and investment topics, and notes that the firm reported no assets under management as of the brochure date.
The firm evaluates each client’s financial situation, tax circumstances and risk tolerance, develops a written Investment Policy Statement, and emphasizes asset allocation as the primary determinant of long-term returns. Investment recommendations are generally based on fundamental, long-term, buy-and-hold principles and the firm provides non-discretionary advice, with clients retaining implementation authority.
Compared with many solo, independent advisers, Phoenix highlights services to institutional‑type and business clients and a regular practice of offering sponsored educational seminars, activities that are less common among peers. The principal’s actuarial and advanced financial planning credentials (FSA, CFP, ChFC, CLU) and the firm’s stated policy of not taking custody or exercising discretionary trading authority are additional distinguishing features.
Client services
Expertise
Fee options
$0 - $1,000,000: 1.00% annually $1,000,000 - $2,000,000: 0.75% annually $2,000,000+: 0.50% annually
$250 per hour billed in six minute increments
Minimum fee: Minimum cost for Comprehensive Financial Plan is $500 Fee-only: Fee-only hourly financial planning at $250 per hour
Main office
3817 Lawndale Drive, Suite A 1
Greensboro NC 27455
Advisors at this office
1
Most active in
North Carolina
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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