Kevan Phillips
Kevan Phillips is a registered investment advisor at Wt Wealth Management, LLC, based in Provo, UT, with 24 years of industry experience. Kevan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 3 more. Their firm serves 1,141 clients with $420M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
WT Wealth Management charges an annual investment management fee based on a percentage of your portfolio's value. The exact percentage is negotiable and can range from 0% to 2%. The fee is collected quarterly in advance. If you end the relationship early, you'll receive a refund for any unearned portion of the fee.
Location
Provo, UT
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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
Kevan is a regional managing director at Newcleus Group, focusing on BOLI products for banks, dedicating a few hours per week. He also owns a residential rental property and sells fixed insurance products as an insurance agent.
Employment History
Current Registrations
Wt Wealth Management, LLC
Previous Registrations
Northwestern Mutual Investment Services,llc
Northwestern Mutual Investment Services, LLCBroker
Wma Securities, INC.Broker
State Registrations4 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.