Brian Phillips is a CFP-designated registered investment advisor at Kuhn Capital Partners, based in Oak Brook, IL, with 3 years of industry experience. Brian operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Annuities, Education Planning, Estate Planning, and 6 more. Their firm serves 271 clients with $170M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.75% |
Fees are negotiable and up to 2.75% annually, charged monthly in advance. Accounts can also be arranged with a flat management fee paid monthly.
Fee Estimator
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.
Exams
More Advisors
- Robert KuhnKuhn Capital Partners
- Joshi Koneru, CFPWatershed Private Wealth
- Frank Kautzky, ChFCChicago Oakbrook Financial Group
- Jeremy Schares, CFPWaverly Advisors, LLC
- Andrew Powers, CFPLPL Financial LLC
- Sean Nash, CFPCreative Planning