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CFP
MP
CFP

Michael Phillips

Verus Capital Partners, LLC
15 Years of Experience
Phoenix, AZ
2 DisclosuresSells Insurance
View SEC Summary
View SEC Summary

Michael Phillips is a CFP-designated registered investment advisor at Verus Capital Partners, LLC, based in Phoenix, AZ, with 15 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Corporate Executives, Education Planning, Estate Planning, and 6 more. Their firm serves 5,642 clients with $2.3B in assets under management.

Verus Capital Partners, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
47 advisors
Number of Clients
5,642 clients
Average Client Portfolio
$406K average
Assets Under Management
$2.3B

Fee Structure

Minimum Investment:$250K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $500K2.50%
$500K+2.00%

Fees are negotiable based on account complexity, composition, and expected future asset additions.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

18325 N Allied Way Suite 220, Phoenix, AZ, 85054

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History

Regulatory History (2)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Criminal
December 2010
Final Disposition
Criminal
December 2004
Final Disposition
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Michael prepares tax returns through Phillips Financial Services and dedicates minimal time. He also sells term life insurance and works as an Investment Advisor Representative (IAR) for Verus Capital Partners, LLC, dedicating significantly more than full-time hours to this role.

Employment History
Current Registrations
Verus Capital Partners, LLC
February 2017 - Present · 9 yrs 8 mos
Previous Registrations
Securities America, INC.Broker
February 2017 - October 2020 · 3 yrs 8 mos
J. W. Cole Advisors, INC.
May 2013 - February 2017 · 3 yrs 9 mos
J.W. Cole Financial, INC.Broker
May 2013 - February 2017 · 3 yrs 9 mos
Financial Advisers of America, LLC
June 2011 - May 2013 · 1 yr 11 mos
Financial Advisers of America, LLCBroker
April 2011 - May 2013 · 2 yrs 1 mo
State Registrations2 states
AZTX
Advisor

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
No exam information available for this advisor.
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