Advisor at Insight Financial Group, Inc.
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
Insight Financial Group, Inc.
Location
Arlington Heights, IL 60004
Credentials
Series 63, Series 65
Industry experience
25 years
Philip Statz is a financial advisor with Insight Financial Group, Inc. in Arlington Heights, IL, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has worked at Purshe Kaplan Sterling Investments since 2005 and has been with Insight Financial Group since 2003. In addition to his advisory role, Statz operates as an independent insurance agent. Insight Financial Group serves individual clients, including high-net-worth families, and small-business owners by providing comprehensive financial planning, portfolio management, and business consulting. The firm employs an investment approach centered on asset allocation and behavior coaching, using model portfolios primarily composed of ETFs, and offers unique services such as the Virtual CFO Solution™ and a fixed-price fee model.
Based on Insight Financial Group, Inc.
Fixed fees charged for services, including one-time LifePath Design Process™ fee and ongoing service fees
Commissions may be earned on insurance product implementations through Philip Statz, which offset ongoing fees
Account minimum: The Insight LifePath™: $100,000 income and/or $100,000 managed assets; The Virtual CFO Solution™: $250,000 in gross business revenues; The LifePath Design Process™: none Minimum fee: The LifePath Design Process™ one-time fee up to $2,150 annually; The Insight LifePath™ quarterly minimum $500, annual maximum $100,000; The Virtual CFO Solution™ quarterly minimum $500, annual maximum $100,000 Fee-only: Fixed price fees for all services, detailed in client agreement with yearly adjustments based on complexity and services
3800 North Wilke Road, Suite 300
Arlington Heights, IL 60004
Illinois
Purshe Kaplan Sterling Investments
2005 - Present (21 years)
Insight Financial Group Inc
2003 - Present (23 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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