Kevin Phillips
Kevin Phillips is a registered investment advisor at Verus Capital Partners, LLC, based in Scottsdale, AZ, with 38 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, Investment Management, Retirement Planning, Tax Planning. Their firm serves 4,040 clients with $2.1B 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 | 2.50% |
| $500K+ | 2.00% |
Fees may be negotiable.
Fee Estimator
Location
8300 N Hayden Rd, Suite A207, Scottsdale, AZ, 85258
Get directionsHistory
Regulatory History (4)
Customer Dispute
April 2019Customer Dispute
October 2017Customer Dispute
May 2017Customer Dispute
September 2001Other Business ActivitiesSells Insurance
Kevin is an agent for Phillips Financial Services, selling term and long-term care life insurance, dedicating minimal time to this role. He also works as an investment advisor representative (IAR) for Verus Capital Partners, LLC, spending more than full-time hours on investment advisory services.
Employment History
Current Registrations
Verus Capital Partners, LLC
Previous Registrations
Securities America, INC.Broker
J. W. Cole Advisors, INC.
J.W. Cole Financial, INC.Broker
Financial Advisers of America, LLC
Financial Advisers of America, LLCBroker
Woodbury Financial Services, INC.
Woodbury Financial Services, INC.Broker
New England SecuritiesBroker
New England SecuritiesBroker
1717 Capital Management CompanyBroker
New England SecuritiesBroker
MML Investors Services, INC.Broker
State Registrations2 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.