Phillip Hanks, CFP® Black Oak Wealth Management
- 8004 Linville Rd. Suite D-3, Oak Ridge, North Carolina 27310
- (336) 803-2825
About Phillip Hanks, CFP®
Tie-Loathing | Stock Loving | Father & Husband
Fueled by Coffee. Business Owner.
Thriving in the chaos of the unpredictable.
Hi. I’m Phillip Hanks, CFP®, a Certified Financial Planner™. Clients work with me virtually using ZOOM or meet in person at my office. Most of my clients are either high-income (or soon to be high income – ie. resident doctor) or high net-worth. I enjoy nature walks, travel, coffee, and craft beer.
Recently PublishedThis advisor has no recent blog posts.
- Business Owners
- Gen X
- Medical Professionals
- Young Professionals
Ways Advisor Charges
- Flat Fee
- Assets Under Management
- Flat fee: $0-$2,500
- AUM: 0.25+ depending on asset level
- North Carolina