Craig Phillips
Craig Phillips is a CFP-designated registered investment advisor at Client 1st Advisory Group, based in Dunedin, FL, with 24 years of industry experience. Craig 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 330 clients with $400M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Client 1st Advisory Group's fee is billed quarterly in advance, based on the market value of the account on the last business day of the preceding quarter. The advisory fee ranges up to 1.50% and is based on the aggregate value of related accounts, the complexity of the account, and the investment strategies employed. There is an additional management fee ranging from 0.50% to 1.50% for direct management of held away assets such as 401(k) plans. The firm's minimum account size for investment management is $1,000,000, but Client 1st reserves the right to waive this minimum.
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
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