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The fee is billed in advance and is negotiable.","source":"PHILLIPS WEALTH DISCLOSURE BROCHURE AND BROCHURE SUPPLEMENTS, filed 4 March 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Phillips Wealth Planners use?","answer":"Phillips Wealth Planners’ separately managed account assets are held at Raymond James & Associates, Inc. (St. Petersburg, FL), with $332M. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 4 March 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Phillips Wealth Planners have?","answer":"Phillips Wealth Planners has 2 investment adviser representatives registered with state securities authorities, out of 6 employees, and 2 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 2 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 Phillips Wealth Planners invest in?","answer":"At the end of its last fiscal year, Phillips Wealth Planners’ separately managed accounts held 76% exchange-traded equities, 8% cash and equivalents, 7% high-yield corporate bonds, 6% state and local bonds and 3% investment grade corporate bonds.","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 Phillips Wealth Planners?","answer":"Phillips Wealth Planners’ direct owners are Lynn Phillips-Gaines (50% to 75%) and Lauren Black (25% to 50%).","source":"Form ADV Part 1A, Schedules A and B, filed 4 March 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Phillips Wealth Planners get paid?","answer":"Phillips Wealth Planners is paid through a percentage of assets under management, hourly charges and fixed fees. 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