Philip Mcgregor
Philip Mcgregor is a CFP-designated registered investment advisor at Convergence Financial, based in Branson, MO, with 18 years of industry experience. Philip operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Divorce Planning, Education Planning, Estate Planning, Financial Planning & Coaching, and 4 more. Their firm serves 2,222 clients with $700M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Convergence Financial charges an annual fee based on a percentage of the value of your investments. This fee covers ongoing analysis, consultations, portfolio construction, trading, rebalancing, account monitoring, market updates, and other communications. The fee is negotiable and typically does not exceed 1.5% annually. Some accounts may have additional platform fees.
Location
195 Payne Stewart Dr, Branson, MO, 65616
Get directionsHistory
Regulatory History (2)
Customer Dispute
April 2009Customer Dispute
January 2009Other Business Activities
Philip owns rental real estate and is a co-owner of 3 Peaks Custard, LLC. He also provides investment advisory services through Convergence Financial, spending nearly full-time on this activity.
Employment History
Current Registrations
Convergence Financial
LPL Financial LLCBroker
Previous Registrations
Four Rivers Financial, LLC
Edward Jones
Edward JonesBroker
State Registrations12 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.