Phillip Rademacher
Phillip Rademacher is a CFP-designated registered investment advisor at Rademacher Financial, INC., based in Lawrence, KS, with 34 years of industry experience. Phillip operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, High Net Worth, Insurance Planning, and 3 more. Their firm serves 343 clients with $230M 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 | 2.00% |
Annual fees depend on asset size, services provided, and strategy, but will not exceed 2.0% and are negotiable. Annuities included in management are billed separately at a non-negotiable 1.00% annual rate in arrears.
Fee Estimator
Location
1505 Kasold Drive, Lawrence, KS, 66047
Get directionsHistory
Regulatory History (2)
Customer Dispute
July 2019Customer Dispute
September 2003Other Business Activities
Phillip owns rental real estate and is the CEO of Rademacher Financial, Inc., an independent RIA, dedicating nearly full-time hours to it. He is also the CEO of RTP, spending minimal time on it.
Employment History
Current Registrations
Rademacher Financial, INC.
Previous Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
American Express Financial Advisors INC.Broker
Ids Life Insurance CompanyBroker
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.
Exams
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