Advisor at St. Bernard Financial Services, Inc.
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.
Firm
St. Bernard Financial Services, Inc.
Location
Edmond, OK
Credentials
Series 63, Series 66
Industry experience
25 years
Phillip Boyd is a financial advisor at St. Bernard Financial Services, Inc. in Edmond, OK, holding Series 63 and Series 66 licenses with 25 years of industry experience. His background includes roles at Cohesive Healthcare, Crown Capital Securities, LPL Financial, and several healthcare organizations. Outside of advisory work, he serves as Chief Financial Officer at a non-investment-related business, focusing on financial oversight and strategic planning. St. Bernard Financial Services provides investment advisory and brokerage services to individuals, families, small businesses, trusts, and estates. The firm employs a long-term, conservative growth approach using tactical asset allocation and primarily low-cost, no-load funds, with client involvement in portfolio decisions.
Based on St. Bernard Financial Services, Inc.
Flat fee negotiable for certain advisory services.
$0 - $50,000: 2.00% annually $50,001 - $100,000: 1.75% annually $100,001 - $250,000: 1.50% annually $250,001 - $500,000: 1.25% annually $501,000 - $5 million: 1.00% annually $5 million+: Negotiable
Commissions received on certain variable insurance products and brokerage transactions; commission amounts vary by product.
$125 per hour for consultations and financial planning.
Fee-only: Hourly rate of $125 per hour for consultations and financial planning; typically 8 to 10 hours for a plan.
Edmond, OK
Florida · Kentucky · Oklahoma
St. Bernard Financial Services, Inc.
2024 - Present (2 years)
Cohesive Healthcare
2019 - Present (7 years)
Integris Deaconess
2018 - 2019 (1 year)
Crown Capital Securities, LP
2017 - 2023 (6 years)
Oklahoma Surgical Hospital
2016 - 2018 (2 years)
LPL Financial, llc
2003 - 2017 (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.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
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.
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.
Series 66
Edmond, OK
Entrust Parable Capital, LLC
Series 65
Nichols Hills, OK
Valendo Private Asset Management, Inc.
CFP®, Series 66
Edmond, OK
VOX Financial Planning
Series 65
Oklahoma City, OK
Integrated Planning Strategies, LLC
CFA®, Series 63
Oklahoma City, OK
Krb And Associates, Inc
Series 63, Series 65
Edmond, OK
Esoteric Wealth Partners LLC
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")