Phillip Rademacher is a CFP-designated registered investment advisor at Rademacher Financial, INC., based in Lawrence, KS, with 33 years of industry experience. Phillip operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 1 more. Their firm serves 343 clients with $230M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Rademacher Financial's fee for managing your investments is a percentage of the value of your portfolio. The exact percentage depends on factors like the size of your account, the type of services you use, the investments chosen, and the investment strategy. The fee will not exceed 2.0% per year. Fees are charged quarterly in advance. For investments in annuities, the fee is 1.00% per year, charged quarterly in arrears. There is a minimum relationship value of $250,000 to maintain an advisory relationship, but this may be waived.
Location
1505 Kasold Drive, Lawrence, KS, 66047
Get directionsHistory
Regulatory History (2)
Customer Dispute
July 2019Customer Dispute
September 2003Other Business Activities
Phillip owns rental real estate and is the CEO of Rademacher Financial, Inc., an independent RIA, dedicating nearly full-time hours to it. He is also the CEO of RTP, spending minimal time on it.
Employment History
Current Registrations
Rademacher Financial, INC.
Previous Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Ids Life Insurance CompanyBroker
American Express Financial Advisors INC.Broker
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.