Kevin Phillis
Kevin Phillis is a ChFC-designated registered investment advisor at Centauri Advisory Group, INC., based in Zelienople, PA, with 42 years of industry experience. Kevin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 410 clients with $72M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.35% |
Fees are negotiable.
Fee Estimator
Location
310 South Main St., Zelienople, PA, 16063
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Kevin sells property & casualty, life, and health insurance through Jack L Bonus Insurance Co. and fixed rate annuities/life/disability insurance through Brokers Source. He is also 1/3 owner in Jack L. Bonus Insurance Company, spending about 10-20% of his time on these insurance activities.
Employment History
Current Registrations
Centauri Advisory Group, INC.
Trustmont Financial Group, INC.
Trustmont Financial Group, INC.Broker
Previous Registrations
Olde Economie Financial Consultants, LTD.Broker
Pruco Securities CorporationBroker
State Registrations5 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.