Advisor at Focus 401 (K) Group, LLC
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Firm
Focus 401 (K) Group, LLC
Location
Addison, TX 75001
Credentials
Series 63, Series 65
Industry experience
20 years
Phillip Powers is a financial advisor at Focus 401(k) Group, LLC with 20 years of industry experience. He holds Series 63 and Series 65 designations and has been with Focus 401(k) Group since 2014. Outside of his advisory work, he is a 33% owner of PPL Holdings, a residential construction business. Focus 401(k) Group, LLC provides advisory and consulting services exclusively to qualified retirement plans, serving as either a limited-scope 3(21) fiduciary or a discretionary 3(38) investment manager. The firm’s approach emphasizes structured due diligence and ERISA-focused processes, managing over $600 million in plan assets.
Based on Focus 401 (K) Group, LLC
Flat fee basis as negotiated between the firm and the Plan
16415 Addison Road, Suite 312
Addison, TX 75001
Texas
Child Care Group
2017 - 2019 (2 years)
Focus 401(k) Group, Llc
2014 - Present (12 years)
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