Philip Kehoe
Philip Kehoe is a registered investment advisor at Valley Oak Investment Strategies LLC, based in Lakeway, TX, with 15 years of industry experience. Philip operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Valley Oak Investment Strategies charges a fee based on a percentage of your investments each year, ranging from 0% to 2.00%. This fee is negotiable, and you may be able to lower it by combining multiple accounts. The fees charged by the sub-adviser, Bison Wealth, are included in Valley Oak's fee. GeoWealth's platform fees are separate and in addition to Valley Oak's fee, with a maximum of 0.50%.
Location
2501 Ranch Road 620 S, Ste 110, Lakeway, TX, 78734
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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
Philip owns Kehoe Financial Services, a non-investment-related company, where he explains suitable products, takes applications, and services policies, dedicating about 10-20% of his time. He is also an independent agent for Financial Gravity Enhanced Markets, LLC, selling life, accident, and other insurance lines, spending minimal time on insurance-related activities.
Employment History
Current Registrations
Valley Oak Investment Strategies LLC
Kingswood Capital Partners, LLCBroker
Financial Gravity Family Office Services, LLC
Previous Registrations
Kingswood Capital Partners, LLCBroker
Forta Financial Group, INC.Broker
Forta Financial Group, INC.
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
Pruco Securities, LLC.Broker
State Registrations19 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.