Trevor Phibbs is a registered investment advisor at Phibbs Financial, based in Draper, UT, with 7 years of industry experience. Trevor operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 80 clients with $24M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1.0M - $3.0M | 1.00% |
| $3M+ | 0.75% |
The annual fee may be negotiable.
Fee Estimator
Location
11576 S State Street, Suite 1104, Draper, UT, 84020
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 →Other Business ActivitiesSells Insurance
Trevor is an insurance agent with Phibbs Insurance Services LLC, selling life insurance and annuities since June 2022. This activity takes nearly all of Trevor's time.
Employment History
Current Registrations
Phibbs Financial
Previous Registrations
Ae Wealth Management, LLC
Changepath, LLC
Hornor, Townsend & Kent, LLC
Hornor, Townsend & Kent, LLCBroker
MML Investors Services, LLCBroker
State Registrations6 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.