Troy Redstone is a registered investment advisor at PHD Retirement Consulting, based in Overland Park, KS, with 20 years of industry experience. Troy operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Retirement Planning. Their firm serves 56 clients with $400M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
PHD Retirement Consulting provides investment management services to retirement plans. The fee is either a flat fee or a percentage of the plan's assets, ranging from 0.05% to 0.50% annually. Fees are billed after services are provided, either quarterly or monthly. These fees do not include plan administrative costs, transaction costs, or mutual fund expenses.
Location
7111 W 151st Street, Suite 175, Overland Park, KS, 66223-2231
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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 →Employment History
Current Registrations
PHD Retirement Consulting
Previous Registrations
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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.