Firm Information
Compensation
Fixed/HourlyFirm Size
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Fee Structure
Nectarine Financial offers three types of services: The Hour Services (hourly rate less than $500), The Plan Services (flat fee less than $10,000), and Ongoing Financial Planning Services (flat fee ranging from $100 to $3,000 per quarter). Fees are negotiable, and payable via credit card or ACH. Refunds may be issued at the Adviser's discretion. Clients may incur additional third-party fees.
Areas of Practice
Advisor Information
Office location
250 N Santa Fe, Suite E, Salina, KS, 67401
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Philip Burdette FrancoisRegulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Philip works as a securities exam prep instructor for Kaplan North America, LLC, teaching exam review courses. This activity takes about half of his time and is not investment-related.
Employment History
Current Registrations
Nectarine
Foundation Wealth Planning
Previous Registrations
Edward Jones
Edward Jones Broker
State Registrations3 states
Exams