Kevin Phillips
Verus Capital Partners · Scottsdale, Arizona
Kevin Phillips is a fee-only financial advisor at Verus Capital Partners in Scottsdale, Arizona. Kevin focuses on retirement planning, estate & legacy planning and tax planning. Verus Capital Partners reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Who they serve
- Retirees
Facts
| Firm | Verus Capital Partners |
|---|---|
| Based in | Scottsdale, Arizona |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Accepting new clients | Yes |
| Assets under management | $2.29B across 7,289 accounts |
| SEC registration | Investment adviser representative in AZ, TX · CRD 1591468 |
| Exams passed | Series 63 (1988) · Series 65 (2008) |
| Firm size | 68 employees |
| Disclosures | Reported; see the SEC record |
| Website | www.veruscapitalpartners.com |
How Kevin's firm compares
- Verus Capital Partners's average account is about $314,000, from its Form ADV (assets managed divided by 7,289 accounts).
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Questions about Kevin
Is Kevin Phillips a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Kevin holds no broker registration, and Verus Capital Partners reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Kevin charge for financial advice?
Kevin's firm, Verus Capital Partners, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Kevin Phillips based?
Kevin Phillips is based in Scottsdale, Arizona.
What does Kevin specialize in?
Kevin's specialties include retirement planning, estate & legacy planning, tax planning and divorce financial planning. Kevin works with retirees.
Is Kevin Phillips registered with the SEC?
Yes. Kevin Phillips is registered as an investment adviser representative in AZ and TX (CRD 1591468), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.
How much does Verus Capital Partners manage?
Verus Capital Partners reports $2.29B across 7,289 accounts in assets under management.
How do I contact Kevin Phillips?
Through Kevin's website, www.veruscapitalpartners.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Verus Capital Partners website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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