Areas of Practice
Financial Planning & CoachingRetirement PlanningInsurance PlanningEstate Planning
Compensation
Fixed/Hourly
Firm Size
23 advisors
Number of Clients
36 clients
Average Client Portfolio
Not specified
Fee Structure
Ongoing Financial Planning Services are offered for a flat fee ranging from $100 to $3,000 per quarter. Fees are negotiable.
The Plan Services are rendered for a flat fee that is generally less than $10,000.
Annual Retainer:$400 - $12,000/year
One-Time Plan:Up to $10,000
Hourly Rate:Up to $500/hr
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Contact
Philip Burdette Francois
Location
250 N Santa Fe, Suite E, Salina, KS, 67401
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Regulatory History
Clean regulatory record
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 Activities
Philip works as a securities exam prep instructor for Kaplan North America, LLC, teaching exam review courses. This activity takes about half of his time and is not investment-related.
Employment History
Current Registrations
Nectarine
April 2024 - Present · 1 yr 10 mos
Foundation Wealth Planning
June 2021 - Present · 4 yrs 8 mos
Previous Registrations
Edward Jones
February 2015 - September 2020 · 5 yrs 7 mos
Edward JonesBroker
February 2015 - September 2020 · 5 yrs 7 mos
State Registrations3 states
CAKSTX
Advisor
Exams
No exam information available for this advisor.
Contact
Philip Burdette Francois