Garrison Phillips, LLC

Financial planning in Rye Brook, NY

State registeredNo commissions reported

Call (914) 219-5194 Send a message Map ↗

Public-record details

Address: 800 Westchester Avenue, Suite 641 North, Rye Brook, NY 10573
Phone: (914) 219-5194
Listed under: Financial planning, Hourly fees, Flat / fixed fees, % of assets managed, Retirement plan consulting
CRD number: 136156
Registration: State registered: NY
Compensation (Form ADV 5.E): Percentage of assets under management; Hourly charges; Fixed fees
Commissions: None reported (Form ADV Item 5.E)
Services (Form ADV 5.G): Financial planning; Portfolio management for individuals/small businesses; Pension consulting; Selection of other advisers
Regulatory assets under management: $7.0 million
Accounts managed: 17
Clients reported (Form ADV 5.D): 17
Individual / high-net-worth clients: 10 / 7
Employees: 1
Other business activities (Form ADV 6.A): Also active as: insurance broker or agent
Disclosures reported on Form ADV: None reported
Latest Form ADV filing: 2026-03-30

State registered (NY) investment adviser, CRD 136156, per the SEC IAPD compilation report of 2026-09-29. Source: SEC Investment Adviser Public Disclosure (IAPD) (record). Data as of 2026-09-30.

Read the official record

SEC IAPD summary for CRD 136156 — registration, Form ADV, the Part 2 brochure (fees, conflicts, minimums).
FINRA BrokerCheck — look up the individual advisers at this firm.
Firm website (as listed on Form ADV)

Figures are what the firm reported on Form ADV Part 1A. “No commissions reported” means the firm did not check commissions as a form of compensation in Item 5.E; check Item 6.A activities and the Part 2 brochure for other conflicts. We do not rate or rank advisers.

All figures are self-reported by the firm on Form ADV Part 1A. The firm's Part 2A brochure (linked from IAPD) explains its fees, minimums and conflicts of interest in plain language — read it before you sign.

Other advisers in Rye Brook

Beacon Financial Advisors800 Westchester Avenue, Suite 641 North · Rye Brook, NY 10573 · (914) 872-4040 · Financial planningCRD 119672 · % of assets, Hourly charges, Fixed fees · $228.0 million AUMSEC registeredNo commissions reported Belle Haven Investments, L.P.800 Westchester Avenue, Suite N607 · Rye Brook, NY 10573 · (914) 816-4633 · % of assets managedCRD 29278 · % of assets · $24.5 billion AUMSEC registeredNo commissions reported Five Factor Capital Advisors20 Eagles Bluff · Rye Brook, NY 10573 · (914) 705-4445 · Financial planningCRD 164516 · % of assets · $29.9 million AUMState registeredNo commissions reported Meyer Handelman Company LLC800 Westchester Avenue, Suite S-618 · Rye Brook, NY 10573 · (914) 939-4060 · Financial planningCRD 107309 · % of assets, Fixed fees · $3.2 billion AUMSEC registeredNo commissions reported Municipal Asset Management INC3 International Drive, Suite 100 · Rye Brook, NY 10573 · (212) 935-8313 · Hourly feesCRD 108320 · % of assets, Hourly charges, Fixed fees · $112.8 million AUMSEC registeredNo commissions reported Navis Wealth Advisors LLC800 Westchester Avenue, Suite 700 · Rye Brook, NY 10573 · (914) 848-8300 · Financial planningCRD 311171 · % of assets, Hourly charges · $902.2 million AUMSEC registeredNo commissions reported Oxler Private Wealth800 Westchester Ave, Suite 641n · Rye Brook, NY 10573 · (212) 785-2860 · Financial planningCRD 309684 · % of assets, Hourly charges · $578.1 million AUMSEC registeredNo commissions reported Schultze Asset Management, LP800 Westchester Avenue, Suite S-632 · Rye Brook, NY 10573 · (914) 701-5260 · % of assets managedCRD 110927 · % of assets, Performance-based fees · $71.6 million AUMSEC registeredNo commissions reported

All 11 in Rye Brook →