Stephen Phillips is a CFP-designated registered investment advisor at Caliber Wealth Management, LLC, based in Overland Park, KS, with 4 years of industry experience. Stephen operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, Investment Management, and 2 more. Their firm serves 1,316 clients with $1.2B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Fees for investment management at Caliber Wealth Management are negotiated and range from 0.25% to 1.50% of your portfolio per year, depending on the level of service, the amount you invest, and the complexity of your situation. These fees are calculated and charged monthly in advance. You can end the services at any time with 30 days' notice, and any unearned fees will be refunded.
Location
6201 College Blvd, Suite 650, Overland Park, KS, 66211
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Caliber Wealth Management, LLC
Previous Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
State Registrations2 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.