Yes. Flying Forward Wealth Management is a Registered Investment Adviser, and as an Investment Adviser Representative and CERTIFIED FINANCIAL PLANNER® professional, I am required to act in your best interest at all times.

How do I meet with Phillip Mills, CFP®?

You can request a meeting using the scheduling link above. Initial meetings are complimentary and focused on determining whether we’re a good mutual fit.

What is the cost of a consultation?

The initial conversation is complimentary. If we move forward, fees are based on the scope and complexity of your situation and are clearly outlined in advance.

Fees vary by service. Most relationships begin with a one-time financial planning fee and ongoing planning fees when appropriate. Investment management fees are asset-based and tiered from 0.4% to 1.5%. All fees are transparent and disclosed before any work begins.