Hunt Wealth Management
43yrs
Top advisor by experience in Concord
22yrs
Phillip Manning has worked in the financial industry for 22 years and is a fiduciary financial advisor based in Concord, California. Phillip joined Assetmark in 2020, a firm offering investment management and selecting outside investment managers. The firm is paid through a percentage of assets and flat fees.
One of 178 advisors with offices in Concord, and one of 169 fiduciaries.
At a glance
Experience22 years (since 2005)
How that compares ?Top 21% by experience at Assetmark
Office1655 Grant Street 10th Floor, Concord, CA 94520
FirmAssetmark
How the firm is paid ?Percent of assets, Flat fee
Typical client at the firm ?$189,313
Advisors at the firm219
States licensed ?1 state
Services through Assetmark
Investment management for individuals and small businessesManaging mutual fundsInvestment management for businesses and institutionsChoosing other investment managers
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- 2020 – nowAssetmark, Inc.Current firm
Contact Phillip
(800) 664-5345Assetmark main office 1655 Grant Street 10th FloorConcord, CA 94520Office · Get directions
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Questions to ask Phillip
Tailored to Phillip’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Phillip
How do I contact Phillip?
Call Assetmark at (800) 664-5345 and ask for Phillip Manning. Phillip works from the Concord, CA office.
How long has Phillip been a financial advisor?
Phillip has been in the industry since 2005, about 22 years. Top 21% by experience at Assetmark.
What licenses does Phillip hold?
Series 66. Tap any license on this page to see what it allows.
Is Phillip a fiduciary?
Phillip is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Phillip paid?
Assetmark reports being paid by a percentage of the assets they manage, flat or fixed fees. Ask Phillip for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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