Philip Gephart is a registered investment advisor at Cannon Advisors, based in Camden, SC, with 2 years of industry experience. Philip operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Divorce Planning, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 230 clients with $180M 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 $1.0M | 1.50% |
| $1.0M - $2.0M | 1.25% |
| $2.0M - $5.0M | 1.00% |
| $5M+ | 0.90% |
Fees are generally negotiable. Accounts under $100,000 are charged an annual technology fee of $50. Family household accounts may be combined to reduce fee tiers.
Fee Estimator
Location
1670 Springdale Dr., Ste 13C, Camden, SC, 29020
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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 Activities
Philip is the owner and fitness director of Workout Anytime in Camden, SC since January 2024. This non-investment related activity takes about 10-20% of his time.
Employment History
Current Registrations
Cannon Advisors
Previous Registrations
Tiaa-Cref Individual & Institutional Services, LLCBroker
Northwestern Mutual Investment Services, LLCBroker
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
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