Philip Wetzel,
Philip Wetzel, is a registered investment advisor at Strategic Financial Concepts, LLC, based in Fort Worth, TX, with 26 years of industry experience. Philip operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Investment Management, and 2 more. Their firm serves 3,290 clients with $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 - $1.0M | 2.00% |
| $1M+ | 1.50% |
Fees may be negotiable based on individual client circumstances. Managed accounts may be subject to an account maintenance fee of $15.00 per quarter for accounts valued lower than $75,000 depending upon the custodian.
Fee Estimator
Location
515 Houston Street, Suite 651, Fort Worth, TX, 76102
Get directionsHistory
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
Philip is an appointed agent with The Marketing Group for non-variable insurance and provides investment advisory services through Strategic Financial Concepts, an independent investment advisor firm, dedicating full-time hours to this. He also has several other business entities for tax/investment purposes and insurance activities, taking minimal time.
Employment History
Current Registrations
Strategic Financial Concepts, LLC
LPL Financial LLCBroker
Previous Registrations
Wwk Wealth Advisors
LPL Financial Corporation
UBS Financial Services INC.
UBS Financial Services INC.Broker
J.C. Bradford & CO.Broker
State Registrations6 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.