Phillips Wealth Management LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed June 2, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee

$250⁠-⁠$1,500

“AND CONSULTING PWM charges a negotiable fixed fee for financial planning/consulting between $250 and $1,500, depending on the unique needs and circumstances of each client.”

Annual fee

$5,000/yr

“Annual fees are capped at $5,000 per client per account unless an alternative fee cap is negotiated.”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Phillips Wealth Management LLC bills

Payment and refund terms, quoted from the fee section of the brochure.

• “Fees are billed quarterly in arrears based on the amount of assets managed as of the close of business on the last business day of the previous quarter.”
• “Fees for services are collected in advance and will be automatically deducted from the client’s account.”
• “Fees for services are collected in advance and will be automatically deducted from the client’s account.”

How Phillips Wealth Management LLC’s fees compare

• Its flat or project fee of $250-$1,500 is below the Ohio median of $3,250. 12% of the 199 other Ohio planners that publish a flat or project fee charge less.
• Its annual fee of $5,000 matches the Ohio median of $5,000. 43% of the 79 other Ohio planners that publish an annual fee charge less.

About Phillips Wealth Management LLC

• Principal: Mark Phillips
• Firm size: 3 employees.
• Founded: 2013 (13 years).

Firm details from Form ADV

How the firm is paid

Fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

1.25% a year

Clients

283

Employees

3

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, pension consulting, and selecting other advisers

Assets managed

$102,318,889

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

297249

Website

phillipswealthllc.com (opens in new tab)

Phone

(614) 254-6034

Can advise clients in 3 states: Florida, Maryland, Ohio

Other planners in Pickerington that publish fees

• Arcadia Financial Partners, LLCPickerington$3,500/yr
• 1TaxfinancialCincinnati$300/hr
• Aan Wealth Advisors LLCCanton$250/hr
• Access Wealth Group, LLCDublin$150⁠-⁠$400/hr
• Accountable Financial Planning LLCWesterville$200/hr, $2,500/yr
• Adams and Co Financial ServicesCincinnati$500⁠-⁠$2,500

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