Phillip Durbin
I help rural and middle-income families to learn about personal finance so that they can great Generational Wealth and change their families futures.
Generational Wealth Development · Cameron, Missouri
Phillip Durbin is a fee-only financial advisor at Generational Wealth Development in Cameron, Missouri. Phillip charges hourly fees and a one-time planning fee (one-time plans from $3,200 and $150 an hour) and focuses on real estate investors, family wealth transfer and flat-fee planning.
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Specialties
Who they serve
- Early-career professionals
- Multi-generational families
- Real estate investors
About
I am dedicated to helping rural and middle-income families take control of their financial futures through education and empowerment. As an advice-only financial planner, I provide unbiased guidance without selling financial products, ensuring that every recommendation is tailored to my clients' best interests. By teaching practical personal finance principles—covering saving, budgeting, debt management, and investing—I help families make informed decisions and build the skills they need for financial stability and long-term success.
Through my company, Generational Wealth Development, I go beyond simply offering financial advice. My focus is on helping families build generational wealth, transforming not just their current financial situation but creating a lasting legacy for future generations. With a heart of a teacher approach, I equip families with the knowledge and strategies to change their financial story and take control of their family’s future.
Services
- Financial Planning
- Debt Management
- Financial Advice & Coaching
- Cash Flow Planning
Facts
| Firm | Generational Wealth Development |
|---|---|
| Based in | Cameron, Missouri |
| Fee model | Hourly · One-time planning fee |
| Fees (firm's website) | One-time plans from $3,200 · $150 an hour · No asset minimum |
| Works virtually | Yes |
| Accepting new clients | Yes |
| Assets under management | Under $25M |
| Firm founded | 2024 |
| Firm size | 1 employee |
| Investment approach | Passive management |
| SEC registration | Investment adviser representative in MO · CRD 7837655 |
| Exams passed | Series 65 (2023) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.gwdadvice.com |
| Profile |
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Questions about Phillip
Is Phillip Durbin a fee-only financial advisor?
Yes. Phillip Durbin is listed in the public advisor directory (listed as fee-only). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Phillip's firm.
How does Phillip charge for financial advice?
Phillip charges hourly fees and a one-time planning fee.
How much does Phillip charge?
According to Generational Wealth Development's website, checked October 28, 2026: one-time plans from $3,200; $150 an hour; no asset minimum.
Does Phillip work with clients virtually?
Yes. Generational Wealth Development says on its website that it works with clients remotely.
Where is Phillip Durbin based?
Phillip Durbin is based in Cameron, Missouri.
What does Phillip specialize in?
Phillip's specialties include real estate investors, family wealth transfer, flat-fee planning, retirement planning and tax planning. Phillip works with early-career professionals, multi-generational families and real estate investors.
Is Phillip Durbin registered with the SEC?
Yes. Phillip Durbin is registered as an investment adviser representative in MO (CRD 7837655), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.
How much does Generational Wealth Development manage?
Generational Wealth Development reports Under $25M in assets under management.
How do I contact Phillip Durbin?
Through Phillip's website, www.gwdadvice.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- Public advisor directory : listed as fee-only
- Generational Wealth Development website : specialties, clients served, and fees, checked October 28, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 25, 2026.
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