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 Charitable Giving, Education Planning, Estate Planning, Financial Planning & Coaching, and 4 more. Their firm serves 15 clients.
Compensation
Firm Size
IM Fee
Fee Structure
- Comprehensive financial plan — Suggested minimum of $900, typically calculated as 1% of adjusted gross income, covering retirement, cash flow, tax, estate, and investment strategies.
- Hourly consulting — $300 per hour for specific financial needs or periodic plan reviews.
Location
South Riding, VA
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 →Employment History
Current Registrations
Bour Group
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.
Exams
More Advisors
- Chad Mcmichael, CFPEdward Jones