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Philip Gephart

Advisor at Cannon Advisors

Updated today

Location

Camden, SC 29020

Credentials

Series 63, Series 65

Industry experience

2 years

About

Philip Gephart is a financial advisor at Cannon Advisors with Series 63 and Series 65 credentials and two years of industry experience. Prior to joining Cannon Advisors, he worked at firms including Northwestern Mutual and TIAA-CREF Individual & Institutional Services. Outside of finance, he is the owner and fitness director of Workout Anytime in Camden, SC. Cannon Advisors is a team of five advisors managing approximately $142 million for individual and high-net-worth clients. The firm offers discretionary portfolio management and financial planning using a variety of analytical methods and strategies, including derivatives and short selling, and manages held-away retirement and HSA accounts through third-party platforms to facilitate tax-efficient asset location and rebalancing.

Client services

Based on Cannon Advisors

Financial planning Portfolio management Pension consulting

Expertise

Based on Cannon Advisors

Options & derivatives strategies Private / alternative investments Real estate investing Annuities

Fee options

Fixed

Financial planning fixed fees between $1,500 and $5,000

Percentage

$0 - $1,000,000: 1.50% $1,000,001 - $2,000,000: 1.25% $2,000,001 - $5,000,000: 1.00% $5,000,001+: 0.90%

Commissions

Certain associated persons are licensed insurance agents and may receive commissions for insurance products sold

Project-based

Financial consulting fees between $225 and $625 per 1–2 hour meeting

Other

Account minimum: $1,000,000 Minimum fee: $50 annual technology fee for accounts under $100,000 Fee-only: Portfolio management fees based on AUM tiers, fixed fees for financial planning ($1,500-$5,000), hourly consulting fees ($225-$625)

Location

1670 Springdale Dr., Ste 13 C

Camden, SC 29020

Most active in

South Carolina

Work history

Cannon Advisors

2024 - Present (2 years)

Workout Anytime

2024 - Present (2 years)

Unemployed

2023 - 2023 (1 year)

Tiaa

2023 - 2023 (1 year)

TIAA-CREF

2023 - 2023 (1 year)

TW Waste Industries Inc.

2023 - 2023 (1 year)

Northwestern Mutual Life Insurance Company

2022 - 2023 (1 year)

Northwestern Mutual Investment Management

2022 - 2023 (1 year)

Costco Wholesale Corporation

2016 - 2017 (1 year)

Life Time Fitness, Inc.

2016 - 2016 (1 year)

Gephart Strength

2008 - 2022 (14 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Edward T

Series 63, Series 66

Camden, SC

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Wealth management Passive / index investing Income planning Real estate investing
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Camden, SC

Advisory Services Network

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Series 63, Series 66

Camden, SC

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Wealth management Private / alternative investments Business succession planning Equity compensation tax strategy Founder/Business Owner Executive
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Series 66

Camden, SC

Kovack Advisors, inc.

Wealth management Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Jonathan F

ChFC®, Series 63, Series 66

Camden, SC

Advisory Services Network

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Wealth management Private / alternative investments Business succession planning Equity compensation tax strategy Founder/Business Owner Executive
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Camden, SC

Advisory Services Network

Craig Cochran is a financial advisor with Advisory Services Network, holding a Series 66 credential and 12 years of industry experience. He has worked with Advisory Services Network since 2015 and concurrently with Kovack Securities Inc. and Tenet Wealth Management since 2014 and 2011, respectively. Outside of his advisory roles, he serves on the finance committee of Trinity Methodist Church, providing guidance on the church’s financial decisions. Advisory Services Network serves individuals, families, corporations, charitable organizations, and employer retirement plans through a network of independent advisors. The firm offers portfolio management, financial planning, investment and retirement-plan consulting, and third-party manager selection, managing approximately $8.6 billion in client assets.

Wealth management Private / alternative investments Business succession planning Equity compensation tax strategy Founder/Business Owner Executive
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