What AI says about Phillip James Financial

Phillip James Financial is a Plymouth, Minnesota-based fiduciary, fee-only financial planning and wealth management firm. They provide comprehensive services including retirement planning, investment management, and tax planning/preparation, offering globally diversified, low-cost, tax-efficient portfolios designed to generate retirement income. Their fee-only model starts at 0.50% with no long-term commitments and no commissions, emphasizing transparency, independence, and personalized, goal-driven planning.