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Phillip Durbin

Advisor at Generational Wealth Development — Cameron, MO

Updated today

Credentials

Series 65

Experience

2 years

Location

Cameron, MO

Generational Wealth Development logo

Generational Wealth Development

Independent

Total advisors

1

Clients per advisor

8 Low

Avg AUM per client

$0 Very Low

HNW client ratio

0% Low

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

Cameron MO

Advisors at this office

1

Most active in

Missouri

Work history

2 years of industry experience

Generational Wealth Development, LLC

2023 - Present • 3 years

Cameron, MO

Unemployed

2023 - 2023 • 1 year

Cameron, MO

Durbin Investments

2023 - Present • 3 years

Cameron, MO

Bank Northwest

2023 - 2023 • 1 year

Hamilton, MO

Farmers Business Network,

2022 - 2023 • 1 year

Cameron, MO

BTC Bank

2016 - 2022 • 6 years

Bethany, MO

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

Eagle Strategies (NY Life)

Michael Brown is a financial advisor with Eagle Strategies (NY Life) based in Hamilton, MO, holding Series 63 and 65 licenses and bringing 30 years of industry experience. He has operated Himmelberg-Brown & Associates since 2003 and has been associated with Nylife Securities Inc. since 1995. Outside of advisory work, Brown is involved in cattle production and serves on several local boards, including the J.C. Penney Memorial Library & Museum Maintenance Trust and the Hamilton Methodist Church board. Eagle Strategies serves a diverse client base, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisers. The firm works with individual investors, institutional clients, and retirement plans, delivering tailored advice primarily on a non-discretionary basis within a New York Life affiliate structure.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy General retirement planning Retirement income strategy Founder/Business Owner Executive

Dillon B

Series 66

Cameron, MO

Edward Jones

Dillon Bird is a financial advisor at Edward Jones with two years of industry experience. Prior to joining Edward Jones in 2023, he worked at BTC Bank for twelve years. Outside of advising, he co-owns a farming business involved in cattle feeding and bookkeeping in Gallatin, MO. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a nationwide network of over 23,700 financial advisors and managing approximately $1.01 trillion in assets.

Retirement income strategy College savings (529s, UTMA, etc.) General estate planning guidance General retirement planning Retired Founder/Business Owner Executive
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Christopher W

Series 63, Series 66

Gallatin, MO

Ameriprise

Christopher Wolfgram is a financial advisor at Ameriprise with 25 years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at Park Avenue Securities, Guardian Life Insurance, Principal Life Insurance, and Princor Financial Services. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning services that focus on dependable income sources and tax-aware withdrawal strategies through a collaborative, non-discretionary approach.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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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 and completed his studies at McPherson College. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Everett I

CFP®, Series 63, Series 66

Cameron, MO

LPL Financial

Everett Ice is a CFP® professional with 24 years of industry experience, currently affiliated with LPL Financial since 2021. His prior career includes eleven years at Wells Fargo Advisors Financial Network LLC and two years at Wells Fargo Clearing. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Roger M

Series 63

Cameron, MO

Raymond James Financial

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 with Raymond James Financial Services in various capacities since 1999. Outside of advisory work, he owns and manages rental real estate properties. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base including individuals, high-net-worth clients, corporations, and institutions. The firm offers tailored, non-discretionary advisory services using risk profiling and modeling tools, and supports municipal and public finance work through a unique affiliation with a municipal advisor.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
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