Philip Statz
Philip Statz is a registered investment advisor at Insight Financial Group, INC., based in Arlington Heights, IL, with 25 years of industry experience. Philip operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, Investment Management, and 2 more. Their firm serves 64 clients with $94M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
IFG does not charge a percentage of your portfolio. Instead, they charge a fixed price for their services, which is detailed in your agreement. The price is based on the complexity of your situation, the professionals involved, the value of services, assets managed, number of meetings, planning areas, and resources required.
Location
3800 North Wilke Road, Suite 300, Arlington Heights, IL, 60004
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 works as an independent insurance agent, dedicating nearly full-time hours to sales, advice, and management since 1999. He also owns and operates a registered investment advisory firm, spending nearly full-time hours providing financial and investment services.
Employment History
Current Registrations
Insight Financial Group, INC.
Previous Registrations
Qa3 Financial LLC
Ffp Advisory Services INC
State Registrations1 state
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.