Trevor Phibbs
Advisor at Phibbs Financial
Updated today
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
Phibbs Financial
Location
Draper, UT 84020
Credentials
Series 63, Series 65
Industry experience
7 years
About
Trevor Phibbs is the sole advisor at Phibbs Financial, an independent firm based in Draper, Utah. He holds Series 63 and Series 65 licenses and has seven years of industry experience. Prior to founding Phibbs Financial Services LLC in 2022, he worked at several firms including Arrowhead Retirement, AE Wealth Management, and Hornor Townsend & Kent. In addition to his advisory role, he operates Phibbs Insurance Services LLC, focusing on life insurance and annuity sales. Phibbs Financial provides discretionary asset management, financial planning, and estate-planning support to individuals and high-net-worth clients. The firm offers educational seminars and uses model portfolios from the Altruist Model Marketplace to tailor investment programs implemented on a discretionary basis with ongoing due diligence and account monitoring.
Client services
Based on Phibbs Financial
Financial planning
Portfolio management
Selection of other advisers
Educational seminars or workshops
Fee options
Financial planning flat fees range from $1,500 to $6,000 depending on complexity; seminars/workshops fee $50-$100 per household.
$0 - $500,000: 1.50% $500,001 - $1,000,000: 1.25% $1,000,001 - $3,000,000: 1.00% $3,000,000+: 0.75%
Hourly rate of $150/hour used for proration of financial planning fees if client terminates early.
Location
11576 S State Street, Suite 1104
Draper, UT 84020
Most active in
Trevor P has reported serving >5 clients in these states in the last 12 months.
California · Florida · Michigan · Ohio · Texas · Utah
Work history
Phibbs Financial Services LLC
2022 - Present (4 years)
Phibbs Insurance Services LLC
2022 - Present (4 years)
Arrowhead Retirement, LLC
2020 - 2022 (2 years)
AE Wealth Management, LLC
2020 - 2022 (2 years)
Kokanee Wealth
2020 - 2020 (1 year)
ChangePath, LLC
2020 - 2020 (1 year)
Hornor Townsend & Kent Inc
2018 - 2020 (2 years)
Penn Mutual Life Ins Co
2018 - 2020 (2 years)
Mass Mutual Investors Services
2017 - 2018 (1 year)
MassMutual Life insurance Company
2017 - 2018 (1 year)
Salt Lake Tribune
2014 - 2017 (3 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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