Active
PHILLIPS WEALTH PLANNERS LLC
Investment Advice|STARKVILLE, MS
TransparentReliable DataUniform StandardsStrategic Decision MakingTransactional EfficiencyTransparentReliable DataUniform StandardsStrategic Decision MakingTransactional EfficiencyTransparentReliable DataUniform StandardsStrategic Decision MakingTransactional Efficiency
Assets Under Management
$286.6M
Total AUM
| Category | Value |
|---|---|
| Discretionary | 286.6M |
Adviser Information
| Field | Value |
|---|---|
| CRD Number | 319226 |
| SEC Number | 801-126127 |
| Street Address | 104 WEST LAMPKIN STREET |
| Location | STARKVILLE, MS 39759 |
| Country | United States |
| Phone | (662) 324-2889 |
| Fax | (662) 324-2890 |
| Total Employees | 7 |
Client Count by Type (225 Total)
| Category | Value |
|---|---|
| Individuals (other than H… | 115 |
| High Net Worth Individual… | 100 |
| Pension/Profit Sharing Pl… | 10 |
Community Partners
CITY OF CLEVELAND
CITY OF MOUND BAYOU
CITY OF ROSEDALE
CITY OF SHAW
CITY OF SHELBY
CITY OF STARKVILLE
COUNTY OF BOLIVAR
COUNTY OF OKTIBBEHA
COUNTY OF WASHINGTON
TOWN OF ALLIGATOR
TOWN OF BENOIT
TOWN OF BEULAH
TOWN OF BOYLE
TOWN OF DUNCAN
TOWN OF GUNNISON
TOWN OF MERIGOLD
TOWN OF PACE
TOWN OF RENOVA
TOWN OF WINSTONVILLE
CITY OF CLEVELAND
CITY OF MOUND BAYOU
CITY OF ROSEDALE
CITY OF SHAW
CITY OF SHELBY
CITY OF STARKVILLE
COUNTY OF BOLIVAR
COUNTY OF OKTIBBEHA
COUNTY OF WASHINGTON
TOWN OF ALLIGATOR
TOWN OF BENOIT
TOWN OF BEULAH
TOWN OF BOYLE
TOWN OF DUNCAN
TOWN OF GUNNISON
TOWN OF MERIGOLD
TOWN OF PACE
TOWN OF RENOVA
TOWN OF WINSTONVILLE
CITY OF CLEVELAND
CITY OF MOUND BAYOU
CITY OF ROSEDALE
CITY OF SHAW
CITY OF SHELBY
CITY OF STARKVILLE
COUNTY OF BOLIVAR
COUNTY OF OKTIBBEHA
COUNTY OF WASHINGTON
TOWN OF ALLIGATOR
TOWN OF BENOIT
TOWN OF BEULAH
TOWN OF BOYLE
TOWN OF DUNCAN
TOWN OF GUNNISON
TOWN OF MERIGOLD
TOWN OF PACE
TOWN OF RENOVA
TOWN OF WINSTONVILLE
Municipal Government
19 Active
19
Organizations
BEAR PEN DRAINAGE DISTRICT
BOGUE HASTY DRAINAGE DISTRICT
BOLIVAR COUNTY DRAINAGE DISTRICT 10
BOLIVAR COUNTY DRAINAGE DISTRICT 11
BOLIVAR COUNTY DRAINAGE DISTRICT 12
BOLIVAR COUNTY DRAINAGE DISTRICT 7
BOLIVAR COUNTY DRAINAGE DISTRICT 8
BOLIVAR COUNTY SOIL CONSERVATION DISTRICT
CENTRAL DRAINAGE DISTRICT
CHRISTMAS DRAINAGE DISTRICT
CLEAR CREEK DRAINAGE DISTRICT
DEER CREEK WATER MANAGEMENT DISTRICT
HUSPUCKENA DRAINAGE DISTRICT
JONES BAYOU DRAINAGE DISTRICT
LABAN BAYOU DRAINAGE DISTRICT
LANE BAYOU DRAINAGE DISTRICT
LEAD BAYOU DRAINAGE DISTRICT
MERIGOLD DRAINAGE DISTRICT
MOUND BAYOU CITY HOUSING AUTHORITY
NEW PORTER BAYOU WATER MANAGEMENT DISTRICT
BEAR PEN DRAINAGE DISTRICT
BOGUE HASTY DRAINAGE DISTRICT
BOLIVAR COUNTY DRAINAGE DISTRICT 10
BOLIVAR COUNTY DRAINAGE DISTRICT 11
BOLIVAR COUNTY DRAINAGE DISTRICT 12
BOLIVAR COUNTY DRAINAGE DISTRICT 7
BOLIVAR COUNTY DRAINAGE DISTRICT 8
BOLIVAR COUNTY SOIL CONSERVATION DISTRICT
CENTRAL DRAINAGE DISTRICT
CHRISTMAS DRAINAGE DISTRICT
CLEAR CREEK DRAINAGE DISTRICT
DEER CREEK WATER MANAGEMENT DISTRICT
HUSPUCKENA DRAINAGE DISTRICT
JONES BAYOU DRAINAGE DISTRICT
LABAN BAYOU DRAINAGE DISTRICT
LANE BAYOU DRAINAGE DISTRICT
LEAD BAYOU DRAINAGE DISTRICT
MERIGOLD DRAINAGE DISTRICT
MOUND BAYOU CITY HOUSING AUTHORITY
NEW PORTER BAYOU WATER MANAGEMENT DISTRICT
BEAR PEN DRAINAGE DISTRICT
BOGUE HASTY DRAINAGE DISTRICT
BOLIVAR COUNTY DRAINAGE DISTRICT 10
BOLIVAR COUNTY DRAINAGE DISTRICT 11
BOLIVAR COUNTY DRAINAGE DISTRICT 12
BOLIVAR COUNTY DRAINAGE DISTRICT 7
BOLIVAR COUNTY DRAINAGE DISTRICT 8
BOLIVAR COUNTY SOIL CONSERVATION DISTRICT
CENTRAL DRAINAGE DISTRICT
CHRISTMAS DRAINAGE DISTRICT
CLEAR CREEK DRAINAGE DISTRICT
DEER CREEK WATER MANAGEMENT DISTRICT
HUSPUCKENA DRAINAGE DISTRICT
JONES BAYOU DRAINAGE DISTRICT
LABAN BAYOU DRAINAGE DISTRICT
LANE BAYOU DRAINAGE DISTRICT
LEAD BAYOU DRAINAGE DISTRICT
MERIGOLD DRAINAGE DISTRICT
MOUND BAYOU CITY HOUSING AUTHORITY
NEW PORTER BAYOU WATER MANAGEMENT DISTRICT
Special District
27 Active
27
Organizations
CLEVELAND CONS SCH DIST 4
LEVEL UP LEARNING ACADEMY SCHOOLS
NORTH BOLIVAR CONS SCH
STARKVILLE OKTIBBEHA CONSOLIDATED SCHOOL DISTRICT
WEST BOLIVAR CONS SCH
CLEVELAND CONS SCH DIST 4
LEVEL UP LEARNING ACADEMY SCHOOLS
NORTH BOLIVAR CONS SCH
STARKVILLE OKTIBBEHA CONSOLIDATED SCHOOL DISTRICT
WEST BOLIVAR CONS SCH
CLEVELAND CONS SCH DIST 4
LEVEL UP LEARNING ACADEMY SCHOOLS
NORTH BOLIVAR CONS SCH
STARKVILLE OKTIBBEHA CONSOLIDATED SCHOOL DISTRICT
WEST BOLIVAR CONS SCH
School District
5 Active
5
Organizations
100 BLACK MEN OF THE DELTA INC
11294 MERIDIAN
27 BREAK HUNTING CLUB
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
8TH WONDER CORPORATION
ACDC TUTORING PROGRAM
ADAT INC
ADVERTISING & MARKETING PROFESSIONA
AFYA CARE AND TREATMENT SERVICES
A HOME AWAY FROM HOME
AKEAH R GRAHAM
ALABASTER BOX MINISTRIES OF DESTINY INCORPORATED
ALLEANE CARSON THOMAS FOUNDATION
ALPHA CHI CHAPTER OF PHI KAPPA TAU AFFORDABLE HOUSING AND SCHOLARSHIP
ALPHA EPSILON DELTA
ALTERED IMAGES MINISTRIES PRISON OUTREACH INC
AMATEUR ATHLETIC UNION OF THE UNITED STATES INC
AMBASSADOR MIKE RETZER CHARITABLE
AMBASSADORS FOR CHILDREN
AMERICAN ASSOCIATION OF UNIVERSITY WOMEN
100 BLACK MEN OF THE DELTA INC
11294 MERIDIAN
27 BREAK HUNTING CLUB
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
8TH WONDER CORPORATION
ACDC TUTORING PROGRAM
ADAT INC
ADVERTISING & MARKETING PROFESSIONA
AFYA CARE AND TREATMENT SERVICES
A HOME AWAY FROM HOME
AKEAH R GRAHAM
ALABASTER BOX MINISTRIES OF DESTINY INCORPORATED
ALLEANE CARSON THOMAS FOUNDATION
ALPHA CHI CHAPTER OF PHI KAPPA TAU AFFORDABLE HOUSING AND SCHOLARSHIP
ALPHA EPSILON DELTA
ALTERED IMAGES MINISTRIES PRISON OUTREACH INC
AMATEUR ATHLETIC UNION OF THE UNITED STATES INC
AMBASSADOR MIKE RETZER CHARITABLE
AMBASSADORS FOR CHILDREN
AMERICAN ASSOCIATION OF UNIVERSITY WOMEN
100 BLACK MEN OF THE DELTA INC
11294 MERIDIAN
27 BREAK HUNTING CLUB
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
8TH WONDER CORPORATION
ACDC TUTORING PROGRAM
ADAT INC
ADVERTISING & MARKETING PROFESSIONA
AFYA CARE AND TREATMENT SERVICES
A HOME AWAY FROM HOME
AKEAH R GRAHAM
ALABASTER BOX MINISTRIES OF DESTINY INCORPORATED
ALLEANE CARSON THOMAS FOUNDATION
ALPHA CHI CHAPTER OF PHI KAPPA TAU AFFORDABLE HOUSING AND SCHOLARSHIP
ALPHA EPSILON DELTA
ALTERED IMAGES MINISTRIES PRISON OUTREACH INC
AMATEUR ATHLETIC UNION OF THE UNITED STATES INC
AMBASSADOR MIKE RETZER CHARITABLE
AMBASSADORS FOR CHILDREN
AMERICAN ASSOCIATION OF UNIVERSITY WOMEN
Nonprofit Organization
693 Active
693
Organizations
Community Partners101 organizations
CITY OF CLEVELAND
Municipal Government·CLEVELAND
CITY OF MOUND BAYOU
Municipal Government·MOUND BAYOU
CITY OF ROSEDALE
Municipal Government·ROSEDALE
CITY OF SHAW
Municipal Government·SHAW
CITY OF SHELBY
Municipal Government·SHELBY
CITY OF STARKVILLE
Municipal Government·STARKVILLE
COUNTY OF BOLIVAR
Municipal Government·CLEVELAND
COUNTY OF OKTIBBEHA
Municipal Government·STARKVILLE
TOWN OF ALLIGATOR
Municipal Government·ALLIGATOR
TOWN OF BENOIT
Municipal Government·BENOIT
TOWN OF BEULAH
Municipal Government·BEULAH
TOWN OF BOYLE
Municipal Government·BOYLE
TOWN OF DUNCAN
Municipal Government·DUNCAN
TOWN OF GUNNISON
Municipal Government·GUNNISON
TOWN OF MERIGOLD
Municipal Government·MERIGOLD
TOWN OF PACE
Municipal Government·PACE
TOWN OF RENOVA
Municipal Government·CLEVELAND
BEAR PEN DRAINAGE DISTRICT
Special District·CLEVELAND
BOGUE HASTY DRAINAGE DISTRICT
Special District·CLEVELAND
BOLIVAR COUNTY DRAINAGE DISTRICT 10
Special District·CLEVELAND
BOLIVAR COUNTY DRAINAGE DISTRICT 11
Special District·CLEVELAND
BOLIVAR COUNTY DRAINAGE DISTRICT 12
Special District·CLEVELAND
BOLIVAR COUNTY DRAINAGE DISTRICT 7
Special District·CLEVELAND
BOLIVAR COUNTY DRAINAGE DISTRICT 8
Special District·CLEVELAND
BOLIVAR COUNTY SOIL CONSERVATION DISTRICT
Special District·CLEVELAND
CENTRAL DRAINAGE DISTRICT
Special District·STARKVILLE
CLEAR CREEK DRAINAGE DISTRICT
Special District·CLEVELAND
DEER CREEK WATER MANAGEMENT DISTRICT
Special District·GREENVILLE
HUSPUCKENA DRAINAGE DISTRICT
Special District·CLEVELAND
JONES BAYOU DRAINAGE DISTRICT
Special District·CLEVELAND
LABAN BAYOU DRAINAGE DISTRICT
Special District·CLEVELAND
LANE BAYOU DRAINAGE DISTRICT
Special District·CLEVELAND
LEAD BAYOU DRAINAGE DISTRICT
Special District·CLEVELAND
MERIGOLD DRAINAGE DISTRICT
Special District·CLEVELAND
MOUND BAYOU CITY HOUSING AUTHORITY
Special District·MOUND BAYOU
NEW PORTER BAYOU WATER MANAGEMENT DISTRICT
Special District·CLEVELAND
NORTHERN DRAINAGE DISTRICT
Special District·CLEVELAND
ROSEDALE-BOLIVAR COUNTY PORT COMMISSION
Special District·ROSEDALE
SHAW DRAINAGE DISTRICT
Special District·CLEVELAND
SHELBY CITY HOUSING AUTHORITY
Special District·SHELBY
STARKVILLE HOUSING AUTHORITY
Special District·STARKVILLE
TURN BAYOU DRAINAGE DISTRICT
Special District·CLEVELAND
LEVEL UP LEARNING ACADEMY SCHOOLS
School District·GREENVILLE
100 BLACK MEN OF THE DELTA INC
Nonprofit Organization·Greenville
11294 MERIDIAN
Nonprofit Organization·Starkville
27 BREAK HUNTING CLUB
Nonprofit Organization·GREENVILLE
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Cleveland
8TH WONDER CORPORATION
Nonprofit Organization·GREENVILLE
ACDC TUTORING PROGRAM
Nonprofit Organization·Greenville
ADAT INC
Nonprofit Organization·GREENVILLE
ADVERTISING & MARKETING PROFESSIONA
Nonprofit Organization·STARKVILLE
AFYA CARE AND TREATMENT SERVICES
Nonprofit Organization·STARKVILLE
A HOME AWAY FROM HOME
Nonprofit Organization·STARKVILLE
AKEAH R GRAHAM
Nonprofit Organization·STARKVILLE
ALABASTER BOX MINISTRIES OF DESTINY INCORPORATED
Nonprofit Organization·Greenville
ALLEANE CARSON THOMAS FOUNDATION
Nonprofit Organization·Greenville
ALPHA CHI CHAPTER OF PHI KAPPA TAU AFFORDABLE HOUSING AND SCHOLARSHIP
Nonprofit Organization·Starkville
ALPHA EPSILON DELTA
Nonprofit Organization·Cleveland
ALTERED IMAGES MINISTRIES PRISON OUTREACH INC
Nonprofit Organization·Greenville
AMATEUR ATHLETIC UNION OF THE UNITED STATES INC
Nonprofit Organization·Starkville
AMBASSADOR MIKE RETZER CHARITABLE
Nonprofit Organization·GREENVILLE
AMBASSADORS FOR CHILDREN
Nonprofit Organization·GREENVILLE
AMERICAN ASSOCIATION OF UNIVERSITY WOMEN
Nonprofit Organization·Starkville
AMERICAN ASSOCIATION OF UNIVERSITY WOMEN
Nonprofit Organization·Cleveland
AMERICAN FEDERATION OF GOVERNMENT EMPLOYEES
Nonprofit Organization·Greenville
AMERICAN FISHERIES SOCIETY
Nonprofit Organization·Cleveland
AMERICAN LEGION
Nonprofit Organization·CLEVELAND
AMERICAN LEGION
Nonprofit Organization·Cleveland
AMERICAN LEGION AUXILIARY
Nonprofit Organization·Cleveland
AMERICAN LEGION AUXILIARY
Nonprofit Organization·MOUND BAYOU
AMERICAN LEGION AUXILIARY
Nonprofit Organization·Greenville
AMERICAN LEGION MONTGOMERY-GREEN POST 220
Nonprofit Organization·Mound Bayou
AMERICAN LEGION POST 0013 OKTIBBEHA COUNTY
Nonprofit Organization·Starkville
AMERICAN LEGION POST 13 INC
Nonprofit Organization·Starkville
AMERICAN POSTAL WORKERS UNION
Nonprofit Organization·Greenville
AMERICAN ROSE SOCIETY
Nonprofit Organization·STARKVILLE
ANOINTED TOUCH FOUNDATION
Nonprofit Organization·Greenville
ANOTHER LEVEL MINISTRIES
Nonprofit Organization·Shaw
APOSTOLIC COMMUNITY DELIVERANCE CHURCH
Nonprofit Organization·Greenville
ARMS OF LOVE LEARNING CENTER FOUNDATION
Nonprofit Organization·Greenville
Arms of Mercy Inc
Nonprofit Organization·Greenville
ASSISTANT BUILDING PARTNERS
Nonprofit Organization·Greenville
ASSOC FOR THE RIGHTS OF CITIZENS WITH DEVELOP CHALLENGES-WASH CO
Nonprofit Organization·Greenville
ASSOCIATION FOR CONTINUING HIGHER EDUCATION
Nonprofit Organization·Cleveland
AYR ALDERSGATE YOUTH RETREAT INC
Nonprofit Organization·Starkville
BACK TO BASICS DAYCARE
Nonprofit Organization·CLEVELAND
BEAUTY THROUGH GRACE INC
Nonprofit Organization·Cleveland
BELL GROVE HEALTH AND WELLNESS MINISTRY
Nonprofit Organization·Greenville
BENEVOLENT & PROTECTIVE ORDER OF ELKS
Nonprofit Organization·GREENVILLE
BENOIT CHRISTIAN COMMUNITY CENTER
Nonprofit Organization·Benoit
BENOIT CHRISTIAN COMMUNITY CENTER
Nonprofit Organization·BENOIT
BIG MAN UNIVERSITY DEVELOPMENTAL FOUNDATION
Nonprofit Organization·Cleveland
BLACK GIRLS ROCK OF MS
Nonprofit Organization·Starkville