Merrill
47yrs
Top advisor by experience in Indianapolis
25yrs
Robert Phillips
Full name on record: Robert Cletus Phillips
Financial advisor at Focus Partners Wealth
Robert Phillips is a fiduciary financial advisor in Indianapolis, Indiana, with 25 years in the industry. Robert joined Focus Partners Wealth in 2025, after two years at SBO Management and 14 years at Spectrum Wealth Management. Robert’s designations include CFA, CFP®, and CPA/PFS.
One of 1738 advisors with offices in Indianapolis, and one of 1555 fiduciaries.
At a glance
Experience25 years (since 2001)
How that compares ?Top 20% by experience at Focus Partners Wealth
Office600 E 96th Street Suite 130, Indianapolis, IN 46240
How the firm is paid ?Percent of assets, Hourly, Flat fee, Performance fee, Other
Typical client at the firm ?$2.56 million
Advisors at the firm1,037
States licensed ?1 state
Services through Focus Partners Wealth
Financial planningInvestment management for individuals and small businessesManaging mutual fundsManaging private fundsInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersNewsletters and publicationsEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFACFP®CPA/PFS
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- Jun 2025 – nowFocus Partners Wealth, LLCCurrent firm
- Jul 2021 – Jan 2023SBO Management, LLC.Previously
- 2011 – 2025Spectrum Wealth ManagementPreviously
- 2005 – 2010Raymond James & Associates, Inc.Previously
- 2002 – 2005Keybanc Capital Markets Inc.Previously
Contact Robert
Local office(317) 663-5600Ask for Robert. (314) 725-0455Main office · St. Louis, MO 600 E 96th Street Suite 130Indianapolis, IN 46240Office · Get directions Firm websitefocuspartners.com
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Questions to ask Robert
Tailored to Robert’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- Your firm can charge performance-based fees. Would that apply to me?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
My notes and scorecard
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About Robert
How do I contact Robert?
Call Robert’s local office at (317) 663-5600 or the Focus Partners Wealth main office at (314) 725-0455, and ask for Robert Phillips.
How long has Robert been a financial advisor?
Robert has been in the industry since 2001, about 25 years. Top 20% by experience at Focus Partners Wealth.
What licenses does Robert hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Robert a fiduciary?
Robert is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Robert paid?
Focus Partners Wealth reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, a share of investment gains, other fees. Ask Robert for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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