Merrill
47yrs
Top advisor by experience in Cincinnati
3yrs
Caleb Phillips
Financial advisor at Wells Fargo Advisors
Caleb Phillips has worked in the financial industry for 3 years and is a fiduciary financial advisor based in Cincinnati, Ohio. Caleb has been with Wells Fargo Advisors since 2024. Wells Fargo Advisors offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets, flat fees, and commissions.
One of 2460 advisors with offices in Cincinnati, and one of 1997 fiduciaries.
At a glance
Experience3 years (since 2024)
How that compares ?3 years in the industry
Office8044 Montgomery Rd Suite 570 Towers Of Kenwood, Cincinnati, OH 45236
How the firm is paid ?Percent of assets, Flat fee, Commissions
Typical client at the firm ?$475,575
Advisors at the firm14,100
States licensed ?1 state
Services through Wells Fargo Advisors
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersOther services
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
- 2024 – nowWells Fargo Clearing Services, LLCCurrent firm
Contact Caleb
Local office(513) 985-2060Ask for Caleb. (314) 875-3000Main office · St. Louis, MO 8044 Montgomery Rd Suite 570 Towers Of KenwoodCincinnati, OH 45236Office · Get directions Firm websiteHTTPS://WWW.WELLSFARGOADVISORS.COM/WFA/MOBILE.HTM
Is this you? Claim your free profile to add a direct line, email, photo, and specialties.
Questions to ask Caleb
Tailored to Caleb’s registration and firm.
- Who on your team supports you, and who reviews the recommendations you make?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- 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
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Caleb
How do I contact Caleb?
Call Caleb’s local office at (513) 985-2060 or the Wells Fargo Advisors main office at (314) 875-3000, and ask for Caleb Phillips.
How long has Caleb been a financial advisor?
Caleb has been in the industry since 2024, about 3 years. 3 years in the industry.
What licenses does Caleb hold?
Series 66. Tap any license on this page to see what it allows.
Is Caleb a fiduciary?
Caleb is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Caleb paid?
Wells Fargo Advisors reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products. Ask Caleb 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.
Other advisors nearby
Morgan Stanley
47yrs
Top 1% by experience in Cincinnati
MAI Capital Management
46yrs
Top advisor by experience at MAI Capital Management
Wells Fargo Advisors
46yrs
Top 1% by experience in Cincinnati
Raymond James & Associates
46yrs
Top 1% by experience in Cincinnati
UBS Financial Services
46yrs
Richard Corman
Financial advisor
8044 Montgomery Road, Suite. 10 The Towers At Kenwood
Cincinnati, OH 45236
Cincinnati, OH 45236
Top 1% by experience in Cincinnati