Phylyp Wagner
Phylyp Wagner is a CFP-designated registered investment advisor at Integrated Wealth Concepts LLC, based in Fairfax, VA, with 44 years of industry experience. Phylyp operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Financial Planning & Coaching, High Net Worth, Investment Management, and 1 more. Their firm serves 24,777 clients with $16B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Integrated Partners offers investment management services where fees are negotiated between you and your advisor, ranging from 0.15% to 2.25% annually. The fee depends on factors like the size of your portfolio, whether transaction fees are included, and the complexity of services. Fees are typically based on the value of your portfolio, calculated either as an average daily balance or at the end of the calculation period. Some advisors within Integrated may use a set fee schedule for their clients.
Location
4000 Legato Road, Suite 410, Fairfax, VA, 22033
Get directionsHistory
Regulatory History (2)
Customer Dispute
November 2014Customer Dispute
September 1986Other Business ActivitiesSells Insurance
Phylyp operates several DBAs for his LPL business and provides investment advisory services through Integrated Wealth Concepts, spending about half his time on these activities. He also sells non-variable insurance and owns residential rental property, dedicating minimal time to each.
Employment History
Current Registrations
Integrated Wealth Concepts LLC
LPL Financial LLCBroker
Previous Registrations
Grove Point Advisors, LLC
H. Beck, INC.
Grove Point Investments, LLCBroker
Titan/value Equities Group, INC.Broker
Kavanaugh Securities, INC.Broker
Cardell & Associates, IncorporatedBroker
State Registrations23 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.