Phillip Mills
Phillip Mills is a CFP, ChFC-designated registered investment advisor at Flying Forward Wealth Management, based in Boerne, TX, with 7 years of industry experience. Phillip operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Corporate Executives, Education Planning, Estate Planning, and 6 more. Their firm serves 15 clients with $5.1M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.5M | 1.00% |
| $1.5M - $4.0M | 0.65% |
| $4.0M - $10.0M | 0.50% |
| $10M+ | 0.40% |
Fees are negotiable. Financial planning is included at no extra cost for clients with $1,000,000 or more managed by FFWM.
Fee Estimator
Contact
Phillip Mills
Location
Boerne, TX
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Regulatory History
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
Flying Forward Wealth Management
Previous Registrations
Fairbanks Financial Wealth Management
Invicta Financial Group
Sci, INC.
Northwestern Mutual Investment Services, LLCBroker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams