Katherine
Phillips
Ellevest
Answer a few questions and
get matched with an advisor.
About this Advisor
Katherine Phillips is a financial advisor based in Chula Vista, California, working with Ellevest. Katherine has previously held positions at Stf Wealth, The Olivier Group, Louisiana State University - Residential Life, Tsunami Sushi, Louisiana State University - Financial Aid Office, Louisiana State University, Berthel Fisher & Company Financial Services, Inc, Bfc Planning, Inc, American Tax And Financial Planners, Investment Advisor Alliance, Investment Advisor Group, Russell Reeves Capital, Practice Cfo, and Ellevest. Katherine has passed the Series 66 regulatory exam and is registered to provide services in California, New York, and Texas. Currently, Katherine is part of Ellevest, which operates out of Chula Vista, California. The firm has 104 employees and manages assets totaling $1.9 billion. The firm serves a variety of clients, including charitable organizations. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, and educational seminars. The fee structure at Ellevest includes asset-based, hourly, fixed, and other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
Ellevest Brokerage Details
$1,902,522,616
104
144,143
$13,199
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Educational seminars/workshops
Katherine Phillips Work History
Ellevest
Russell Reeves Capital
Practice Cfo
Investment Advisor Group
Bfc Planning, Inc
American Tax And Financial Planners
Investment Advisor Alliance
Stf Wealth
Berthel Fisher & Company Financial Services, Inc
The Olivier Group
Louisiana State University - Residential Life
Tsunami Sushi
Louisiana State University - Financial Aid Office
Louisiana State University
Disclosures
Please visit the SEC profile of Katherine Phillips to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Ellevest
Lisle, IL
New York, NY
New York, NY
New York, NY
New York, NY
New York, NY
New York, NY
New York, NY
The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
