NP
NP

Nicholas Lawrence Phillips

9 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningInsurance PlanningHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
833 advisors
Number of Clients
70,834 clients
Average Client Portfolio
$1.3M average
Assets Under Management
$94.6B

Fee Structure

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Location

11 SE 2nd St., Lee'S Summit, MO, 64063

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Nicholas owns Horizon Real Estate LLC, a real estate investing and rental property business, since 2014. He spends about 10-20% of his time overseeing the property manager and tracking financials.

Employment History
Current Registrations
Wealth Enhancement Advisory Services, LLC
November 2025 - Present · 3 mos
Wise Wealth, LLC
August 2022 - Present · 3 yrs 6 mos
Previous Registrations
American Century Private Client Group
October 2017 - September 2018 · 11 mos
American Century Investment Services INC.Broker
October 2016 - August 2022 · 5 yrs 10 mos
State Registrations1 state
MO
Advisor
Exams
No exam information available for this advisor.
Nicholas Lawrence Phillips - Financial Advisor | TrueAdvisor