Craig Phillips
Craig Phillips is a CFP-designated registered investment advisor at Client 1st Advisory Group, based in Dunedin, FL, with 25 years of industry experience. Craig operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Business Owners, Education Planning, Estate Planning, and 4 more. Their firm serves 353 clients with $510M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Advisory fee ranges up to 1.50% and is based on aggregate value, account complexity, and investment strategies. Fees are negotiable.
Fee Estimator
Location
963 Highland Avenue, Dunedin, FL, 34698
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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
Craig is a managing partner at Client 1st Advisors, Inc., focusing on RIA, financial planning, and management of the firm, dedicating about a quarter of his time. He is also an independent insurance agent selling fixed and variable insurance, spending a few hours per week on this activity. Craig is also a trustee for Nucci Irrevocable Trust, spending minimal time on this activity.
Employment History
Current Registrations
Client 1st Advisory Group
Previous Registrations
Client 1st Advisory Group
Client 1st Advisory Group
State Registrations1 state
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
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