Phillip Hanks, CFP® Black Oak Wealth Management

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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.

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Ideal Clients

  • Business Owners
  • Gen X
  • Medical Professionals
  • Young Professionals

Ways Advisor Charges

  • Flat Fee
  • Assets Under Management

Fee Options

  • Flat fee: $0-$2,500
  • AUM: 0.25+ depending on asset level

SEC Records

States Registered

  • North Carolina

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