Stephen Phillips
Caliber Wealth Management · Overland Park, Kansas
Stephen Phillips is a fee-only financial advisor at Caliber Wealth Management in Overland Park, Kansas, who holds the CFP credential. Caliber Wealth Management reports charging a percentage of assets and fixed fees on its Form ADV.
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Facts
| Firm | Caliber Wealth Management |
|---|---|
| Based in | Overland Park, Kansas |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $1.76B across 5,992 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in KS, TX · CRD 6948395 |
| Exams passed | Series 66 (2020) |
| Firm size | 24 employees |
| Disclosures | None reported |
| Website | caliberkc.com |
How Stephen's firm compares
- Caliber Wealth Management's average account is about $294,000, from its Form ADV (assets managed divided by 5,992 accounts).
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Questions about Stephen
Is Stephen Phillips a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Stephen holds no broker registration, and Caliber Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Stephen charge for financial advice?
Stephen's firm, Caliber Wealth Management, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Stephen Phillips based?
Stephen Phillips is based in Overland Park, Kansas.
What credentials does Stephen Phillips hold?
Stephen Phillips holds the CFP credential.
Is Stephen Phillips registered with the SEC?
Yes. Stephen Phillips is registered as an investment adviser representative in KS and TX (CRD 6948395), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Caliber Wealth Management manage?
Caliber Wealth Management reports $1.76B across 5,992 accounts in assets under management.
How do I contact Stephen Phillips?
Through Stephen's website, caliberkc.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
- 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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