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GARRISON PHILLIPS, LLC – Expert Financial Advisor
Founded in 2005, Garrison Phillips, LLC is a prominent financial services firm that offers comprehensive investment management and financial planning services to its clients. The firm prides itself on its team of highly experienced and knowledgeable advisors who work diligently to help clients achieve their financial goals and objectives. Garrison Phillips, LLC is registered with the Securities and Exchange Commission (SEC) and operates as a fee-only advisor. This means that the firm does not receive any commissions or kickbacks for recommending specific investments, eliminating potential conflicts of interest and putting the client’s interests first.
How the Advisor Helps Clients – Key Takeaways:
Garrison Phillips, LLC understands that each client has unique financial needs and goals. With that in mind, the firm offers customized financial planning and investment management services that are tailored to fit each individual client’s circumstances. The firm’s team of advisors works closely with clients to help them understand their financial situation and develop a personalized plan to achieve their financial objectives. Garrison Phillips, LLC takes a holistic approach to financial planning, addressing all aspects of a client’s financial life including investments, retirement planning, tax planning, and estate planning.
Facts and Insights
As of December 2020, Garrison Phillips, LLC has over $500 million in assets under management (AUM) and employs a team of 12 advisors. The firm has maintained its size and AUM over the years, indicating its consistency and success in managing client investments. The firm primarily serves individual clients, including high-net-worth individuals, families, and retired individuals.
Assets Under Management, Number of Advisors, and Time in Business:
| Assets Under Management (AUM) | $500 million (as of December 2020) |
|---|---|
| Number of Advisors | 12 |
| Time in Business | Founded in 2005 (15 years in operation) |
Financial Services Offered:
- Comprehensive Financial Planning
- Investment Management
- Retirement Planning
- Tax Planning
- Estate Planning
Client Types:
Garrison Phillips, LLC serves a diverse group of individual clients, including high-net-worth individuals, families, and retired individuals. The firm also provides services to corporate executives seeking advice on managing company stock options and restricted stock units (RSUs).
Fees & Compensation:
Garrison Phillips, LLC charges clients based on a percentage of their assets under management. The firm’s fee structure is tiered, meaning that the percentage charged decreases as the client’s assets under management increase. The firm also offers financial planning services on an hourly or project basis.
Background:
Garrison Phillips, LLC was founded in 2005 by Jane Garrison and Robert Phillips. Jane Garrison has over 30 years of experience in the financial services industry and is a Certified Financial Planner (CFP®). Robert Phillips also has over 30 years of experience and is a Chartered Financial Consultant (ChFC®). The firm’s team of advisors includes several CFP® professionals and other industry designations. Garrison Phillips, LLC is headquartered in New York City and has a satellite office in San Francisco.
Financial Advisor Disclosures to Know:
Garrison Phillips, LLC has a clean record with the SEC and has not faced any regulatory actions or disciplinary events in its 15 years of operation. The firm has also maintained a good standing with its clients, with no legal or disciplinary events disclosed on their Form ADV.