Michael
Phippen

Gordian Wealth Advisors, LLC

CRD#3020686
Investment Advisor
in Mill Valley, CA

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About this Advisor

Michael Phippen is a financial advisor based out of Mill Valley, California, who has been in the advisory business for 11 years. Phippen is an employee of Gordian Wealth Advisors, LLC. Throughout their career, Phippen has worked at Sanctuary Wealth Advisors, LLC, Sanctuary Securities, LLC, Gordian Capital Management, LLC, Gordian Wealth Advisors, LLC and Capulent, LLC. Phippen holds Series 63 and Series 66 licenses, which qualify them as a securities representative, and can work in California and Texas. Gordian Wealth Advisors, LLC is an advisory business that has its headquarters in Mill Valley, California. The investment advisory business has a total of six people on staff. It controls $309 million in assets between its 292 accounts, making it one of the mid-sized investment advisory firms in the nation by assets under management. Of its 292 client accounts, 97% are associated with high-net-worth investors who have greater than $1 million in investable assets. Gordian Wealth Advisors, LLC performs a diverse set of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles and selection of other advisers. Financial advisory fees usually depend on the services. However, fee types charged by Gordian Wealth Advisors, LLC likely consist of some blend of asset-based, fixed, commission-based and performance-based fees.

Certifications and Registrations

Series 63, Series 66

Years of Experience

11 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for pooled investment vehicles, Selection of other advisers

Fee Structure

Percentage of Assets, Fixed Fees, Commissions, Performance-based Fees

Disclosures

No

Office Location

100 B Shoreline Hwy Suite 302
Mill Valley, CA 94941

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Gordian Wealth Advisors, LLC Brokerage Details

Total Assets Under Management

$308,620,238

CA Average: $7,578,581,321
Total Number of Employees

6

CA Average: 43
Total Number of Accounts

292

CA Average: 3,727
Average Account Size

$1,056,919

CA Average: $2,033,427

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles
  • Selection of other advisers

Michael Phippen Work History

Michael has 11 years of experience.

2017 - Present (6 years)

Capulent, LLC

2015 - Present (8 years)

Gordian Wealth Advisors, LLC

2011 - Present (12 years)

Gordian Capital Management, LLC

2011 - 2017 (6 years)

Sanctuary Wealth Advisors, LLC

2011 - 2017 (6 years)

Sanctuary Securities, LLC

Disclosures

Michael Phippen has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Gordian Wealth Advisors, LLC

Elliott Elbaz
Mill Valley, CA
Michael Phippen
Mill Valley, CA
Cullen Jowitt
Palm Desert, CA
Scott Peters
Mill Valley, CA

The content in this profile was updated by SmartAsset on 04/01/2022 using publicly available data compiled from the SEC and FINRA. To report any data inconsistencies or errors, please contact profile-compliance@smartasset.com.

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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.

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