PHD Retirement Consulting

RIASEC RegisteredEst. 2019

Total AUM

$559M

Discretionary

$239M

43% of AUM

Avg account

$8.5M

Accounts

Employees

Advisory reps

Firm details

Headquarters: Overland Park, Kansas
CRD number: 304989
Registered since: August 12, 2019
Website: feeonly401kadvisor.com
Custodians: ALERUS SECURITIES CORPORATION, TRANSAMERICA CAPITAL, INC.
Fee structure: Percentage of AUM, Fixed Fees
Client types: Pension & Profit Sharing Plans100%
Services: Financial PlanningPortfolio Management for Institutional ClientsPension Consulting

Firm profile

FINTRX

Overview

PHD Retirement Consulting is a limited liability company that registered with the SEC in 2019 and serves an institutional client base. The firm provides pension consulting, financial planning, and portfolio management services for businesses and other institutional clients. Its compensation model combines asset-based fees with fixed fees. PHD does not identify as an active ESG investor, does not operate as a capital allocator, and is structured as an individually owned adviser rather than a related-adviser network or multi-state boutique.