CFP · ChFC
CFP · ChFC
Phillip Marron Mills
7 Years of Experience
Sells Insurance
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningInsurance Planning
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
4 advisors
Number of Clients
20 clients
Average Client Portfolio
$3.6M average
Assets Under Management
$73.0M
Fee Structure
Financial Planning:Investment management only
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $4.0M | 0.80% |
| $4.0M - $5.0M | 0.70% |
| $5.0M - $10.0M | 0.60% |
| $10.0M - $20.0M | 0.40% |
| $20.0M - $30.0M | 0.30% |
| $30M+ | 0.30% |
Fees negotiable for amounts over $30,000,000.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Minimum Annual Fee:$8,000
Loading...
Contact
Phillip Marron Mills
Location
309 Water Street, Suite 115, Boerne, TX, 78006
Get directionsHistory
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Phillip is involved in several business activities, including content creation, holding financial designations (ChFC, ChFEBC, CLU), and serving as an Air Force Reservist. He is also a licensed insurance agent selling life, accident, and health insurance, dedicating a few hours per week to this.
Employment History
Current Registrations
Fairbanks Financial Wealth Management
March 2025 - Present · 11 mos
Flying Forward Wealth Management
August 2023 - Present · 2 yrs 6 mos
Previous Registrations
Invicta Financial Group
February 2023 - June 2023 · 4 mos
Sci, INC.
December 2022 - February 2023 · 2 mos
Northwestern Mutual Investment Services, LLCBroker
April 2018 - November 2022 · 4 yrs 7 mos
State Registrations1 state
TX
Advisor
Exams
No exam information available for this advisor.
Contact
Phillip Marron Mills