BourGroup, led by Phillip Bour, provides financial planning services to individuals and couples. These services include advice on cash flow, debt management, insurance, college funding, tax planning, investments, retirement, and estate planning. BourGroup also conducts group educational workshops and seminars. Services are offered for a flat fee or hourly rate. BourGroup does not manage client assets.
Assets Under ManagementN/A
Clients15
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
BourGroup does not manage client assets. They provide investment advice as part of a financial plan, but clients implement the recommendations themselves. Investment advice is offered at an hourly rate of $300 or as part of a comprehensive financial plan.
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