Philip Hotz II
Advisor at FL Group, Inc.
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
FL Group, Inc.
Location
Palm Coast, FL
Credentials
Series 63, Series 65
Industry experience
4 years
About
Philip Hotz II is an investment advisor at FL Group, Inc. with four years of industry experience. He holds Series 63 and Series 65 licenses and has a background that includes roles at Gradient Advisors, LLC and USFEDS, as well as over four decades as an independent insurance agent. Hotz is also a Notary Public. FL Group, Inc. serves individual and high-net-worth clients by recommending and facilitating access to third-party money managers rather than directly managing client assets. The firm focuses on evaluating registered managers for suitability, assisting clients with onboarding, and monitoring manager performance through periodic reviews.
Fee options
$300 annual fee for Client Directed Accounts charged by Gradient Investments, LLC.
$0+: 2.00% (Strategic Portfolios total fee) $0+: 1.80% (Tactical Portfolios total fee) $0+: 1.70% (Allocation & Defined Outcome Portfolios total fee) $0+: 1.00% (Preservation Portfolios total fee) $0+: 1.50% (Private Wealth Portfolios total fee)
Insurance product commissions received by Investment Advisor Representatives as licensed insurance agents.
Location
Palm Coast, FL
Most active in
Philip H has reported serving >5 clients in these states in the last 12 months.
Florida
Work history
FL Group, Inc
2025 - Present (1 year)
Gradient Advisors, LLC
2024 - Present (2 years)
USFEDS
2024 - 2024 (1 year)
Notary Public
2023 - Present (3 years)
FL Group, Inc
2023 - Present (3 years)
CF Group, Inc
2013 - 2026 (13 years)
Hotz Enterprises Inc.
2001 - 2017 (16 years)
Independent insurance agent
1982 - 2023 (41 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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