Brian Phillips is a CFP-designated registered investment advisor at Kuhn Capital Partners, based in Oak Brook, IL, with 2 years of industry experience. Brian operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 3 more. Their firm serves 276 clients with $130M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Kuhn Capital Partners (KCP) offers investment management services where they manage your investments for a fee based on the value of your portfolio. The specific fee will be outlined in your agreement with KCP. KCP may also recommend third-party managers to manage your portfolio.
Location
1415 West 22nd St, Ste 530, Oak Brook, IL, 60523
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 →Employment History
Current Registrations
Kuhn Capital Partners
Previous Registrations
Curi Rmb Capital, LLC
State Registrations1 state
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.