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Kevin Phillips

Verus Capital Partners, LLC
38 Years of Experience
Phoenix, AZ
4 DisclosuresSells Insurance
View SEC Summary
View SEC Summary

Kevin Phillips is a registered investment advisor at Verus Capital Partners, LLC, based in Phoenix, 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 Business Owners, Corporate Executives, Education Planning, Estate Planning, and 6 more. Their firm serves 5,642 clients with $2.3B in assets under management.

Verus Capital Partners, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
47 advisors
Number of Clients
5,642 clients
Average Client Portfolio
$406K average
Assets Under Management
$2.3B

Fee Structure

Minimum Investment:$250K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $500K2.50%
$500K+2.00%

Fees are negotiable based on account complexity, composition, and expected future asset additions.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

18325 N Allied Way Suite 220, Phoenix, AZ, 85054

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History

Regulatory History (4)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
April 2019
Settled
Customer Dispute
October 2017
Closed-No Action
Customer Dispute
May 2017
Settled
Customer Dispute
September 2001
Denied
View Full SEC ReportHow to Read Disclosures
Other 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
February 2017 - Present · 9 yrs 8 mos
Previous Registrations
Securities America, INC.Broker
February 2017 - October 2020 · 3 yrs 8 mos
J. W. Cole Advisors, INC.
May 2013 - February 2017 · 3 yrs 9 mos
J.W. Cole Financial, INC.Broker
May 2013 - February 2017 · 3 yrs 9 mos
Financial Advisers of America, LLC
June 2010 - May 2013 · 2 yrs 11 mos
Financial Advisers of America, LLCBroker
May 2010 - May 2013 · 3 yrs
Woodbury Financial Services, INC.
September 2008 - May 2010 · 1 yr 8 mos
Woodbury Financial Services, INC.Broker
November 2007 - May 2010 · 2 yrs 6 mos
New England SecuritiesBroker
July 2003 - December 2007 · 4 yrs 5 mos
New England SecuritiesBroker
November 2000 - July 2003 · 2 yrs 8 mos
1717 Capital Management CompanyBroker
April 1997 - November 2000 · 3 yrs 7 mos
New England SecuritiesBroker
May 1991 - April 1997 · 5 yrs 11 mos
MML Investors Services, INC.Broker
February 1988 - May 1991 · 3 yrs 3 mos
State Registrations2 states
AZTX
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.
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Kevin Phillips - Financial Advisor | TrueAdvisor