For investors navigating a flood of alternative investment ads—everything from real estate crowdfunding to crypto-backed debt—it can be difficult to separate well-structured offerings from aggressive sales pitches. That’s why taking a closer look at a specific program like Phoenix Energy bonds offers a helpful way to see how one company approaches investor transparency while managing capital inside a real, operating business.
For investors—especially those nearing retirement—who are looking for income-generating opportunities they can evaluate on their own terms, transparency matters. And that’s where Phoenix Energy has taken a different approach: by hosting regular webinars that give potential investors direct access to the people and strategy behind the business. The Phoenix Energy webinars are hosted daily. They are free to attend and designed to empower potential investors with direct insight into the team, the strategy, and the business model behind the bonds.
Phoenix Energy, a privately held U.S. oil and gas operator, has built a reputation for issuing fixed-interest bonds directly tied to its real-world operations. The company recently hosted a detailed investor webinar outlining how capital is used, what supports the company’s ability to make monthly interest payments to bondholders, which it has historically done*, and what sets its model apart in a crowded market.
*Investors have historically received regular monthly payments. Past performance is not indicative of future results.
Grounded in Operations and Diversification
Unlike fund aggregators or fintech platforms, Phoenix Energy is a direct operator. With a strong presence in the Williston Basin of North Dakota and Montana, the company’s in-house team oversees everything from mineral leasing to drilling execution across its portfolio.
This vertical model allows Phoenix to manage key variables such as development timelines, cost structures, and production outcomes internally, giving the company more control over how capital is deployed.
Transparency is a core tenet of Phoenix’s investor approach. Through regular webinars and field updates, the company shares detailed insights on how investor capital is used to fund real-world projects, providing a level of operational visibility that is uncommon in the private fixed-income space.
In the oil and gas sector, price volatility is unavoidable. Phoenix Energy doesn’t shy away from that fact—instead, it has built a capital strategy designed to withstand market cycles through multiple forms of operational and financial diversification:
- Operated Drilling Program:
As of 2025, Phoenix Energy is running three active drilling rigs across North Dakota and Montana, producing approximately 25,000 to 27,000 barrels of oil equivalent per day. - Mineral Rights Ownership:
The company continues to acquire mineral rights across its Williston Basin footprint, allowing it to collect royalties on acreage operated by others without incurring direct drilling costs. - Royalty Assets – Phoenix holds the right to receive a portion of revenue from oil and gas production on certain properties, without owning the underlying mineral rights or managing operations.
- Non-Operated Working Interests:
Phoenix Energy maintains non-operated interests alongside major operators, providing additional exposure to production while limiting direct operational involvement. - Domestic Focus:
All of Phoenix Energy’s operations are based in U.S. basins, eliminating exposure to international regulatory or geopolitical risk. - Cost Efficiency:
Phoenix’s operated wells continue to benefit from drilling efficiencies, with recent multi-mile wells completed in under seven days, reducing project costs. - Commodity Hedging:
Phoenix Energy maintains a hedging program to help manage revenue stability during periods of oil price volatility.
This blended model allows Phoenix Energy to remain active through a variety of price environments.
Understanding Phoenix Energy Bonds
Phoenix Energy issues corporate bonds under two structures:
- Regulation D 506(c) Bonds – Available to accredited investors
- Registered Offering Bonds – Available in select U.S. states to qualified non-accredited investors who meet certain financial suitability standards
These Phoenix Energy Bonds offer fixed annual interest rates ranging from 9% to 13%*, depending on term length and investment amount. Unlike pooled vehicles or equity funds, this is a direct lending relationship: investors lend capital to Phoenix Energy, which deploys those funds across its operating portfolio.
It is important to note that Phoenix Energy bondholders are not investing directly in oil and gas assets or price-linked royalties—they are lending to the company, which operates in the energy sector.
All prospective participants are required to review the offering prospectus and related documentation before investing.
*Investors have historically received high annual interest rates and have received regular monthly payments. Past performance is not indicative of future results.
Phoenix Energy Reviews: What Investors Are Saying
For anyone evaluating a new investment, it’s natural to want more than just company materials. That’s where independent third-party review sites like Better Business Bureau (BBB) and Trustpilot can offer additional perspective on investor experiences with Phoenix Energy.
- Better Business Bureau (BBB): As of June 2025, Phoenix Energy is an accredited business on BBB and holds an A+. An accredited business must meet BBB eligibility requirements and maintain BBB Standards for Trust. To determine rating, The BBB reviews both customer feedback and company responsiveness, using its own standards for business conduct and complaint resolution. Reviews submitted on the platform go through a verification process to help ensure they reflect real customer interactions.
- Trustpilot – Phoenix Energy: As of 2025, the company holds a 4.8 out of 5-star rating. Reviews on Trustpilot are written directly by users and monitored through Trustpilot’s fraud detection systems. The platform does not allow businesses to remove reviews unless they clearly violate Trustpilot’s content guidelines.
While these Phoenix Energy reviews offer a helpful reference point, they represent individual experiences. As always, investors should take the time to review offering materials, ask questions, and consult with financial professionals to decide if Phoenix Energy bonds fit their personal goals.
**The testimonials on review sites may not be representative of other investors not listed on the sites. The testimonials are no guarantee of future performance or success of the Company or a return on investment.
Final Thoughts: Why Phoenix Energy Bonds Are Attracting Attention
Phoenix Energy is not backed by private equity. Its leadership team comes from engineering and finance backgrounds, and many members—including Phoenix Energy CEO Adam Ferrari—have invested personal capital in the business. That alignment shows in how the company communicates with investors and executes in the field.
Rather than promising big returns through speculative platforms, through its educational webinars, Phoenix Energy has focused on demonstrating transparent investment structures, tangible project examples, and a business model tied to real production.
For investors nearing retirement or looking for income-based strategies they can evaluate on their own terms, Phoenix Energy Bonds offer an opportunity that’s rooted in operational visibility—not hype.
Disclosure: Phoenix Energy One, LLC (“Phoenix Energy”) conducts offerings of debt securities pursuant to (i) the exemption from registration provided by Rule 506(c) of Regulation D and (ii) an effective registration statement (including a prospectus) filed with the Securities and Exchange Commission (the “SEC”) (the “Registered Offering”). Certain of Phoenix Energy’s non-executive personnel are licensed registered representatives of Dalmore Group, LLC. These registered representatives conduct securities business through Dalmore, a registered broker-dealer and member of FINRA/SIPC. Dalmore and Phoenix Energy are not affiliated entities. Participation in an offering is subject to certain criteria, including meeting financial suitability requirements. The securities offered are speculative, illiquid, and you may lose some or all of your investment. Before you invest, you should read the offering documentation for the relevant offering, including, with respect to the Registered Offering, the prospectus and the other documents Phoenix Energy has filed with the SEC, which you may get for free by visiting EDGAR on the SEC’s website at www.sec.gov. Alternatively, Phoenix Energy or Dalmore will arrange to send you any applicable offering documents you request. This communication does not constitute an offer to sell or the solicitation of an offer to buy any securities, and shall not constitute an offer, solicitation, or sale of any security, in any jurisdiction in which such offering, solicitation, or sale would be unlawful. See full disclosures.
This article contains forward-looking statements based on our current expectations, assumptions, and beliefs about future events and market conditions. These statements, identifiable by terms such as “anticipate,” “believe,” “intend,” “may,” “expect,” “plan,” “should,” and similar expressions, involve risks and uncertainties that could cause actual results to differ materially. Factors that may impact these outcomes include changes in market conditions, regulatory developments, operational performance, and other risks described in our filings with the U.S. Securities and Exchange Commission. Forward-looking statements are not guarantees of future performance, and Phoenix Energy undertakes no obligation to update them except as required by law.
