Phyllis Storms
Phyllis Storms is a CFA, CFP-designated registered investment advisor at Arrington Financial Advisors, LLC, based in Moorestown, NJ, with 17 years of industry experience. Phyllis operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 2 more. Their firm serves 13 clients with $8.7M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Arrington Financial Advisors charges a flat annual fee for investment management services, based on the portfolio's market value. The fees vary depending on the types of investments in your portfolio:
- ETF- and Mutual Fund-Only Portfolios: Fees start at $625 per year for the first $250,000, increasing by $625 for each additional $250,000 increment.
- Combination Portfolio (ETFs, Mutual Funds, and Individual Stocks): Fees start at $950 per year for the first $250,000, increasing by $950 for each additional $250,000 increment.
- Individual Securities Portfolio: Fees start at $1250 per year for the first $250,000, increasing by $1250 for each additional $250,000 increment.
Location
Moorestown, NJ
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Arrington Financial Advisors, LLC
Previous Registrations
Rorer Asset Management LLC
State Registrations1 state
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