Conrad Phillips
Conrad Phillips is a registered investment advisor at A4 Wealth Advisors LLC, based in Huntersville, NC, with 3 years of industry experience. Conrad operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Insurance Planning, Investment Management, and 2 more. Their firm serves 587 clients with $210M 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 $100K | 2.50% |
| $100K - $10.0M | 1.60% |
| $10M+ | 0.60% |
Annual fee may be negotiable. Accounts within the same household may be combined for a reduced fee.
Fee Estimator
Location
16140 Northcross Drive, Huntersville, NC, 28078
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 →Other Business ActivitiesSells Insurance
Conrad is a life and health insurance agent as a sole proprietor since 2022, dedicating minimal time. He is also an insurance agent with World Wide Financial Solutions, LLC dba A4 Insurance Solutions since 2025, spending about 10-20% of his time on this activity.
Employment History
Current Registrations
A4 Wealth Advisors LLC
Previous Registrations
Alphastar Capital Management
Tactical Investment Advisors, 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.