Phillip Bour is a CFP-designated registered investment advisor at Bour Group, based in South Riding, VA, with 21 years of industry experience. Phillip operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Retirement Planning, Tax Planning. Their firm serves 15 clients.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
BourGroup does not manage client assets. They provide investment advice as part of a financial plan, but clients implement the recommendations themselves. Investment advice is offered at an hourly rate of $300 or as part of a comprehensive financial plan.
Location
South Riding, VA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Bour Group
State Registrations1 state
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