Philip Taylor
Freestate Advisors · Overland Park, Kansas
Philip Taylor is a fee-only financial advisor at Freestate Advisors in Overland Park, Kansas. Freestate Advisors reports charging a percentage of assets on its Form ADV.
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Facts
| Firm | Freestate Advisors |
|---|---|
| Based in | Overland Park, Kansas |
| Fee model (firm's Form ADV) | Percentage of assets |
| Accepting new clients | Yes |
| Assets under management | $181.8M across 635 accounts |
| SEC registration | Investment adviser representative in KS · CRD 6179116 |
| Exams passed | Series 65 (2013) |
| Firm size | 9 employees |
| Disclosures | None reported |
| Website | www.freestateadvisors.com |
How Philip's firm compares
- Freestate Advisors's average account is about $286,000, from its Form ADV (assets managed divided by 635 accounts).
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Questions about Philip
Is Philip Taylor a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Philip holds no broker registration, and Freestate Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Philip charge for financial advice?
Philip's firm, Freestate Advisors, reports charging a percentage of assets on its SEC Form ADV.
Where is Philip Taylor based?
Philip Taylor is based in Overland Park, Kansas.
Is Philip Taylor registered with the SEC?
Yes. Philip Taylor is registered as an investment adviser representative in KS (CRD 6179116), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Freestate Advisors manage?
Freestate Advisors reports $181.8M across 635 accounts in assets under management.
How do I contact Philip Taylor?
Through Philip's website, www.freestateadvisors.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Overland Park
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
- Freestate Advisors 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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