Philip Rongo
Philip Rongo is a ChFC-designated registered investment advisor at Ibex Wealth Advisors, LLC, based in Jupiter, FL, with 34 years of industry experience. Philip 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.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.60% |
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
Location
Jupiter, FL
Get directionsHistory
Regulatory 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 ActivitiesSells Insurance
Philip is associated with Ibex Wealth Advisors, LLC as a DBA for LPL business and a registered investment advisor hybrid, dedicating about 10-20% of his time to the former and nearly full-time to the latter. He also owns a captive insurance company and sells non-variable insurance, spending minimal time on each.
Employment History
Current Registrations
Ibex Wealth Advisors, LLC
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Round Valley Wealth Management
Morristown Financial Group, LLP
LPL Financial LLC
American Express Financial Advisors INC.Broker
Ids Life Insurance CompanyBroker
State Registrations25 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.
Exams
More Advisors
- Patrick Mayberry, CFA, CFPMai Capital Management, LLC
- Martin Shields, CFPBouchey Financial Group, LTD.
- Larry Aft, CFAAft, Forsyth & Sober, LLC
- Daniel Payne, CFASlatestone Wealth LLC
- Eric Ackerman, CFPTruist Advisory Services, INC.
- Bryan Daly, CFPRoyal Fund Management, LLC