Michael Phippen

from Gordian Wealth Advisors, LLC
SEC regulated
Regulated Investment Advisor
Michael Phippen is a financial advisor based in California, Mill Valley, with 23 years of experience. Michael currently works for Gordian Wealth Advisors, LLC. Michael maintains the following licenses: S63 (Uniform Securities Agent State Law Examination), S66 (Uniform Combined State Law Examination), qualifying them as both a securities agent and an investment advisor representative.
This advisor is a SEC regulated
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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Michael Phippen works at Gordian Wealth Advisors, LLC
Gordian Wealth Advisors, LLC is a financial advisory firm based in Mill Valley, California. It currently has approximately $270,852,482 of assets under management and employs about 5 people. Gordian Wealth Advisors, LLC uses a fee structure of a percentage of assets under your management, fixed fees, commissions and performance-based fees.
Certifications and registrations
Uniform Securities Agent State Law Examination (S63)
Uniform Combined State Law Examination (S66)
Years registered
5 years
Fee structure
A percentage of assets under your management, fixed fees, commissions and performance-based fees
Office location
100 B Shoreline Hwy, Suite 302, Mill Valley, California, 94941

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