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The fee is billed in advance or in arrears and is negotiable.","source":"FORM ADV PART 2A, filed 17 March 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Philip James Wealth Management use?","answer":"Philip James Wealth Management’s separately managed account assets are held at Charles Schwab & Co., Inc. (Westlake, TX), with $923M. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 11 May 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Philip James Wealth Management have?","answer":"Philip James Wealth Management has 7 investment adviser representatives registered with state securities authorities, out of 9 employees, and 7 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 3 employees are licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Philip James Wealth Management invest in?","answer":"At the end of its last fiscal year, Philip James Wealth Management’s separately managed accounts held 77% exchange-traded equities, 16% registered funds (mutual funds, ETFs, BDCs), 4% derivatives, 1% state and local bonds, 1% investment grade corporate bonds and 1% cash and equivalents.","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Philip James Wealth Management?","answer":"Philip James Wealth Management’s direct owners are Todd McElroy, Nicholas McElroy, Dean Jacklitch, Dustin Dorhout and Brion Hines, each holding 50% or less.","source":"Form ADV Part 1A, Schedules A and B, filed 11 May 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Philip James Wealth Management get paid?","answer":"Philip James Wealth Management is paid through a percentage of assets under management and fixed fees. 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