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Phillip Durbin

Advisor at Generational Wealth Development

Updated today

Location

Cameron, MO

Credentials

Series 65

Industry experience

2 years

About

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.

Client services

Based on Generational Wealth Development

Financial planning

Expertise

Based on Generational Wealth Development

Business exit / sale strategy Cash flow / budgeting College savings (529s, UTMA, etc.) Retirement income strategy

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Fee options

Fixed

Initial fee up to $500 for ongoing financial planning initial plan construction; Full Service Financial Analysis fee $3,200

Project-based

Hourly rate of $150 for project-based financial planning

Subscriptions

Ongoing Financial Planning fees paid monthly in arrears ranging from $50 to $300 per month

Other

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)

Location

Cameron, MO

Most active in

Missouri

Work history

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)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Michael B

Series 63, Series 65

Hamilton, MO

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Michael Brown is a financial advisor with Eagle Strategies (a New York Life company) based in Hamilton, Missouri. He holds Series 63 and Series 65 licenses and has 30 years of industry experience. He has been associated with Himmelberg-Brown & Associates since 2003 and with NYLife Securities Inc. since 1995. Outside of his advisory work, Brown is involved in cattle production and serves in various community roles including trustee of the J.C. Penney Memorial Library & Museum Maintenance Trust and board member of both the Lloyd R. Wallace Charitable Foundation and the Cameron Regional Medical Center. Eagle Strategies LLC provides financial planning, investment advisory, and retirement plan consulting services to individuals, employer-sponsored retirement plans, trusts, charitable organizations, and corporate clients. The firm emphasizes client-directed solutions and employs third-party managers and model portfolios, with a notable combination of advisory services and affiliated insurance and broker-dealer capabilities as part of New York Life.

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Cameron, MO

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Kim S

Series 63, Series 66

Cameron, MO

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Kim Spidle is a financial advisor at Edward Jones with 16 years of industry experience. She holds Series 63 and Series 66 designations and has been with Edward Jones since 2008. Edward Jones is a full-service wealth management firm serving more than four million clients, including individual, institutional, and corporate clients. The firm offers a range of investment advisory programs and strategies supported by a large network of financial advisors and branch offices across the United States.

Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Retirement income strategy General retirement planning Retired Founder/Business Owner Executive
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Spencer I

Series 66

Cameron, MO

LPL Financial

Spencer Ice is a financial advisor at LPL Financial with one year of industry experience. He holds a Series 66 designation and previously worked in muscle car restorations before entering the financial services field. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a range of investment solutions supported by an in-house research team and delivers services through a large network of investment adviser representatives.

Wealth management Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Tax-loss harvesting Founder/Business Owner Retired
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Everett I

CFP®, Series 63, Series 66

Cameron, MO

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Everett Ice is a CFP®-designated financial advisor with 24 years of industry experience. He is currently with LPL Financial, where he has worked since 2021, following an 11-year tenure at Wells Fargo Advisors Financial Network LLC. Outside of his advisory role, he is involved in business entities for tax and investment purposes in Cameron, MO. LPL Financial provides advisory and brokerage services to a diverse client base including individual investors, retirement plan sponsors, institutions, charities, and high-net-worth households. The firm offers a range of financial planning and investment management solutions supported by an in-house research team and a large network of investment adviser representatives.

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Roger M

Series 63

Cameron, MO

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Roger McCoy is a financial advisor with Raymond James Financial, holding a Series 63 designation and 47 years of industry experience. He has operated Roger McCoy Financial Services LLC since 1984 and has been associated with Raymond James in various capacities since 1999. In addition to his advisory work, he manages rental real estate properties. Raymond James Financial Services Advisors, Inc. serves a diverse client base, including individual investors, high-net-worth clients, pension plans, charitable organizations, and municipal entities. The firm offers financial planning and non-discretionary investment consulting, emphasizing tailored financial plans developed through detailed risk profiling and asset allocation analysis.

General retirement planning Business succession planning Cash flow / budgeting Founder/Business Owner Retired
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