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CFP
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CFP

Glenn Stephenson

Ibex Wealth Advisors, LLC
40 Years of Experience
West Palm Beach, FL
BrokerSells Insurance
View SEC Summary
View SEC Summary

Glenn Stephenson is a CFP-designated registered investment advisor at Ibex Wealth Advisors, LLC, based in West Palm Beach, FL, with 40 years of industry experience. Glenn is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Estate Planning, Insurance Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 892 clients with $1.3B in assets under management.

Ibex Wealth Advisors, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
8 advisors
Number of Clients
892 clients
Average Client Portfolio
$1.4M average
Assets Under Management
$1.3B

Fee Structure

Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.60%

Annual investment advisory fee is negotiable up to 1.60% of total assets under management based on objective and subjective factors including asset size, scope of services, and complexity.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

500 S. Australian Ave., Suite 600, West Palm Beach, FL, 33401

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History

Regulatory History
Clean regulatory record

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.

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Other Business ActivitiesSells Insurance

Glenn owns rental real estate through Holland Brook Holdings, 6 Thompson Ave LLC, and KKB Realty Holding Company LLC. Glenn also provides investment advisory services through Ibex Wealth Advisors, LLC, dedicating full-time hours to this activity.

Employment History
Current Registrations
Ibex Wealth Advisors, LLC
January 2014 - Present · 12 yrs 9 mos
LPL Financial LLCBroker
January 2000 - Present · 26 yrs 9 mos
Previous Registrations
LPL Financial LLC
January 2026 - July 2026 · 6 mos
LPL Financial LLC
July 2002 - November 2015 · 13 yrs 4 mos
Park Avenue Securities LLCBroker
May 1999 - January 2000 · 8 mos
Guardian Investor Services CorporationBroker
May 1987 - May 1999 · 12 yrs
G. K. Scott & CO., INC.Broker
March 1986 - April 1987 · 1 yr 1 mo
Individual's Securities LTD.Broker
September 1985 - February 1986 · 5 mos
State Registrations31 states
ALAZCACOCTDEFLGAILINLAMAMDMEMOMTNCNHNJNVNYOHORPARISCTXVAVTWAWY
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.
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