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Phillip Powers

20 Years of Experience
Addison, TX

Phillip Powers is a registered investment advisor at Focus 401 (k) Group, LLC, based in Addison, TX, with 20 years of industry experience. Phillip operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Retirement Planning. Their firm serves 27 clients with $170M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
2 advisors
IM Fee
Planning only
Assets Under Management
$169.9M

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

16415 Addison Road, Suite 312, Addison, TX, 75001

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Phillip is a 33% owner of PPL Holdings since 2001, a residential construction business, dedicating minimal time. He also operates under the DBA Focus 401(k) Group in Addison, TX.

Employment History
Current Registrations
Focus 401 (k) Group, LLC
July 2014 - Present · 11 yrs 10 mos
Previous Registrations
LPL Financial LLC
November 2010 - November 2014 · 4 yrs
Nrp Advisors, INC.
March 2008 - November 2010 · 2 yrs 8 mos
Nrp Financial, INC.
August 2007 - October 2008 · 1 yr 2 mos
Financial Telesis, INC.
April 2005 - August 2007 · 2 yrs 4 mos
State Registrations1 state
TX
Advisor

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.

Exams
No exam information available for this advisor.
Phillip Powers - Financial Advisor | TrueAdvisor