Philip Andrew Gephart
Advisor at Cannon Advisors — Camden, SC
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.
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.
Credentials
Series 63, Series 65
Experience Industry experience
2 years
Location
Camden, SC 29020
Cannon Advisors
Team
Philip Gephart is a financial advisor at Cannon Advisors in Camden, SC, holding Series 63 and Series 65 licenses with two years of industry experience. Prior to joining Cannon Advisors, he owned and directed Workout Anytime, a fitness business, where he remains involved as Owner and Fitness Director. Cannon Advisors serves individual and high-net-worth clients, providing discretionary portfolio management, financial planning, and limited consulting. The firm employs a range of investment strategies informed by client-specific policy statements and manages approximately $181.6 million across about 228 clients.
Based on Cannon Advisors
Financial planning fixed fees between $1,500 and $5,000
$0 - $1,000,000: 1.50% $1,000,001 - $2,000,000: 1.25% $2,000,001 - $5,000,000: 1.00% $5,000,001+: 0.90%
Certain associated persons are licensed insurance agents and may receive commissions for insurance products sold
Financial consulting fees between $225 and $625 per 1–2 hour meeting
Account minimum: $1,000,000 Minimum fee: $50 annual technology fee for accounts under $100,000 Fee-only: Portfolio management fees based on AUM tiers, fixed fees for financial planning ($1,500-$5,000), hourly consulting fees ($225-$625)
Camden, SC
1670 Springdale Dr., Ste 13 C
Camden SC 29020
Advisors at this office
1
South Carolina
2 years of industry experience
Cannon Advisors
2024 - Present • 2 years
Charlotte, NC
Workout Anytime
2024 - Present • 2 years
Camden, SC
Unemployed
2023 - 2023 • 1 year
Rock Hill, SC
Tiaa
2023 - 2023 • 1 year
Charlotte, NC
TIAA-CREF Individual & Institutional Services, LLC
2023 - 2023 • 1 year
Charlotte, NC
TW Waste Industries Inc.
2023 - 2023 • 1 year
Charlotte, NC
Northwestern Mutual Life Insurance Company
2022 - 2023 • 1 year
Milwaukee, WI
Northwestern Mutual Investment Services, LLC
2022 - 2023 • 1 year
Charlotte, NC
Costco Wholesale Corporation
2016 - 2017 • 1 year
Austin, TX
Gephart Strength
2008 - 2022 • 14 years
Austin, TX
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.
Is not active or affiliated with:
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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