# Michael Phillips

> Michael Phillips is a fee-only financial advisor at Verus Capital Partners in Phoenix, Arizona, who holds the CFP credential. Michael 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.

Page: https://find.wellspent.co/advisors/michael-phillips/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Verus Capital Partners
- **Based in:** Phoenix, Arizona
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $2.29B across 7,289 accounts
- **Credentials:** CFP
- **Specialties:** Retirement planning, Estate & legacy planning, Tax planning, Divorce financial planning
- **Works with:** Retirees
- **CRD:** 5870548 (https://adviserinfo.sec.gov/individual/summary/5870548)
- **SEC registration:** Investment adviser representative in AZ, TX
- **Exams passed:** Series 66 (2011)
- **Firm size:** 68 employees
- **Disclosures:** Reported; see the SEC record
- **Website:** http://www.veruscapitalpartners.com

## Frequently asked questions

### Is Michael Phillips a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Michael 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 Michael charge for financial advice?

Michael's firm, Verus Capital Partners, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Michael Phillips based?

Michael Phillips is based in Phoenix, Arizona.

### What does Michael specialize in?

Michael's specialties include retirement planning, estate & legacy planning, tax planning and divorce financial planning. Michael works with retirees.

### What credentials does Michael Phillips hold?

Michael Phillips holds the CFP credential.

### Is Michael Phillips registered with the SEC?

Yes. Michael Phillips is registered as an investment adviser representative in AZ and TX (CRD 5870548), 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 Michael Phillips?

Through Michael's website, www.veruscapitalpartners.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/5870548): 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
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://www.veruscapitalpartners.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.