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The fee is billed in advance.","source":"PHOENIX 2026 ANNUAL AMEND ADV PART 2A, filed 17 February 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Phoenix Wealth Advisors use?","answer":"Phoenix Wealth Advisors’ separately managed account assets are held at Raymond James & Associates, Inc. (St. Petersburg, FL), with $501M and Raymond James Trust Company of NH (Portsmouth, NH), with $284M. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 2 July 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Phoenix Wealth Advisors have?","answer":"Phoenix Wealth Advisors has 7 investment adviser representatives registered with state securities authorities, out of 8 employees, and 7 perform investment advisory functions. 7 employees are registered representatives of a broker-dealer and 6 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 Phoenix Wealth Advisors invest in?","answer":"At the end of its last fiscal year, Phoenix Wealth Advisors’ separately managed accounts held 43% registered funds (mutual funds, ETFs, BDCs), 31% exchange-traded equities, 12% non-exchange-traded equities, 8% cash and equivalents, 4% other, 2% state and local bonds and 1% pooled vehicles (private funds and similar). The 4% other category is described as: Annuities.","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 Phoenix Wealth Advisors?","answer":"Phoenix Wealth Advisors’ direct owners are Georgios Livanos (50% to 75%) and Mark Rhoades (50% to 75%).","source":"Form ADV Part 1A, Schedules A and B, filed 2 July 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Phoenix Wealth Advisors get paid?","answer":"Phoenix Wealth Advisors is paid through a percentage of assets under management, hourly charges, fixed fees and other compensation. 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