Angela
Phillips
Consilio Wealth Advisors, LLC
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About this Advisor
Angela Phillips is a certified financial planner working out of Cowlesville, New York, who has 1 year of relevant experience. Phillips currently works for Consilio Wealth Advisors, LLC. Over the course of their career, they have held roles at Merrill Lynch, Metlife Securities, Mml Investors Services, LLC, Phillips Family Farm, Inc, Wells Fargo Clearing Services LLC, Mass Mutual Life Insurance Company, Capital Markets Advisors, LLC, Wells Fargo Advisors Financial Network, LLC, Park Avenue Securities, Guardian Life Insurance Company and Consilio Wealth Advisors, LLC. Phillips holds a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is able to operate in New York. Consilio Wealth Advisors, LLC is a financial advisory firm that has its headquarters in Bellevue, WA. The firm has offices in four locations and a total of eight people on staff. It administers $265 million in assets under management among its 1,114 accounts, making it one of the mid-sized firms in the United States by assets under management. Of its 1,114 client accounts, 59% are associated with high-net-worth clients who have more than $1 million in assets. The company performs a few services, including financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Financial management fee schedules are based on which services the firm provides the client. However, fees billed by Consilio Wealth Advisors, LLC can be comprised of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Consilio Wealth Advisors, LLC Brokerage Details
$265,348,988
8
1,114
$238,195
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Angela Phillips Work History
Angela has been registered as a financial advisor for 1 years.*
Consilio Wealth Advisors, LLC
Park Avenue Securities
Guardian Life Insurance Company
Wells Fargo Advisors Financial Network, LLC
Wells Fargo Clearing Services LLC
Mml Investors Services, LLC
Mml Investors Services, LLC
Mml Investors Services, LLC
Phillips Family Farm, Inc
Metlife Securities
Mass Mutual Life Insurance Company
Capital Markets Advisors, LLC
Merrill Lynch
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Angela 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 Consilio Wealth Advisors, LLC
Cowlesville, NY
Bellevue, WA
Scottsdale, AZ
Bellevue, WA
Loveland, CO
Bellevue, WA
Bellevue, WA
The content in this profile was updated by SmartAsset on 4/16/2023. 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.
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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.
