Phillip Statler
Phillip Statler is a registered investment advisor at Second Half Financial Partners, LLC, based in Sebring, FL, with 31 years of industry experience. Phillip operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 493 clients with $130M 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 | 2.00% |
Fee Estimator
Location
145 West Center Avenue, Sebring, FL, 33870
Get directionsHistory
Regulatory History (1)
Regulatory
October 2018Other Business ActivitiesSells Insurance
Phillip is an insurance agent selling fixed insurance through Statler Financial Services, dedicating nearly full-time hours to this. He also serves as President of SFS Tax Services and is a tax preparer and partner at Heartland Tax and Accounting, spending about 10-20% of his time on each, with half of that time overlapping with securities trading hours.
Employment History
Current Registrations
Second Half Financial Partners, LLC
Previous Registrations
Statler Financial Services, INC.
Usallianz Securities, INC.Broker
C. J. M. Planning CORP.Broker
Terra Securities CorporationBroker
H.D. Vest Investment Securities, INC.Broker
State Registrations5 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.