Phillip Durbin is a registered investment advisor at Generational Wealth Development, based in Cameron, MO, with 2 years of industry experience. Phillip operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more.
Compensation
Firm Size
IM Fee
Fee Structure
GWD charges a recurring fixed fee for ongoing financial planning, ranging from $50 to $300 per month, depending on the client's needs and complexity. An initial fee of up to $500 covers the initial construction of the financial plan, but this fee may be reduced or waived at the advisor's discretion.
GWD offers project-based financial planning for a fixed fee between $1,000 and $10,000, or an hourly rate of $150. GWD also offers a Full Service Financial Analysis for $3,200. Fees are negotiable.
Location
Cameron, MO
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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.
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Phillip is the co-owner and president of Durbin Investments, a residential rental investment company, since May 2023. He spends minimal time developing land to build rental properties.
Employment History
Current Registrations
Generational Wealth Development
State Registrations1 state
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