Philip Gephart
Advisor at Cannon Advisors
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Advisor at Cannon Advisors
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Camden, SC 29020
Credentials
Series 63, Series 65
Industry experience
2 years
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.
Based on Cannon Advisors
Financial planning fixed fees between $1,500 and $5,000
$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%
Certain associated persons are licensed insurance agents and may receive commissions for insurance products sold
Financial consulting fees between $225 and $625 per 1–2 hour meeting
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)
1670 Springdale Dr., Ste 13 C
Camden, SC 29020
South Carolina
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)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
Broker-dealer / trader
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Bank
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Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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