Advisor at Generational Wealth Development
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Firm
Generational Wealth Development
Location
Cameron, MO
Credentials
Series 65
Industry experience
2 years
Phillip Durbin is a financial advisor at Generational Wealth Development, LLC with a Series 65 credential and two years of industry experience. Prior to founding his current firm in 2023, he worked in community banking at BTC Bank for six years and held positions at Farmers Business Network and Bank Northwest. Outside of his advisory role, he is co-owner and president of Durbin Investments, a small private business focused on developing land for residential rental properties. Generational Wealth Development provides fee-only financial planning services to individuals and high-net-worth clients, emphasizing a planning-centered process with written plans and investment recommendations while leaving implementation decisions to clients. The firm offers a range of services including business, estate, retirement, and tax planning, as well as educational seminars.
Based on Generational Wealth Development
Initial fee up to $500 for ongoing financial planning initial plan construction; Full Service Financial Analysis fee $3,200
Hourly rate of $150 for project-based financial planning
Ongoing Financial Planning fees paid monthly in arrears ranging from $50 to $300 per month
Minimum fee: Ongoing Financial Planning minimum fee is $550 (negotiable); Project-Based Financial Planning minimum fee is $1,000 (negotiable) Fee-only: Fixed fees ranging from $50 to $300 per month for ongoing financial planning; project-based fixed fees between $1,000 and $10,000; Full Service Financial Analysis fee $3,200 (all negotiable)
Cameron, MO
Missouri
Generational Wealth Development, LLC
2023 - Present (3 years)
Unemployed
2023 - 2023 (1 year)
Durbin Investments
2023 - Present (3 years)
Bank Northwest
2023 - 2023 (1 year)
Farmers Business Network,
2022 - 2023 (1 year)
BTC Bank
2016 - 2022 (6 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not 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.
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.
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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