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PHILLIPS WEALTH PLANNERS LLC
CRD 319226File 801-126127
APPROVED
Retail clients
Filing as of Mar 4, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$340.8M
Below cohort median (national)
Discretionary AUM
$332.4M
Non-discretionary $8.4M
Clients
321
2,986 accounts
Employees
6
Above cohort median in MS
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- MIRO
- Registration date
- Jul 21, 2022
- Principal office
- 104 WEST LAMPKIN STREET, STARKVILLE, MS, 39759
- Phone
- (662) 324-2889
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $340.8M
- Discretionary AUM
- $332.4M
- Non-discretionary AUM
- $8.4M
- Discretionary accounts
- 2,970
- Non-discretionary accounts
- 16
- Total accounts
- 2,986
- AUM per client
- $1.1M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 114 | $259.5M |
| Pension and profit sharing plans | 9 | $12.0M |
| Individuals (other than high net worth individuals) | 198 | $69.2M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for other
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.