Advisor at Second Half Financial Partners, LLC
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
Second Half Financial Partners, LLC
Location
Sebring, FL 33870
Credentials
Series 63, Series 65
Industry experience
31 years
Phillip Statler is a financial advisor at Second Half Financial Partners, LLC with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at his own firms and tax service companies since 1998. Statler also serves as president of SFS Tax Services, Inc., providing income tax preparation services. Second Half Financial Partners offers discretionary investment management and financial consulting to individuals, small businesses, trusts, and foundations, focusing on first responders, business owners, and clients planning for or in retirement. The firm constructs diversified, long-term portfolios primarily using index ETFs, dividend-paying stocks, and bonds, and manages approximately $364 million across more than 1,100 clients.
Based on Second Half Financial Partners, LLC
Based on Second Half Financial Partners, LLC
up to 2.00% annually
$250 per hour for financial consulting services
145 West Center Avenue
Sebring, FL 33870
Florida · North Carolina · Ohio · Texas · Virginia
Second Half Financial Partners, LLC
2024 - Present (2 years)
Heartland Tax and Accounting, LLC
2024 - Present (2 years)
SFS Tax Service, Inc.
2007 - Present (19 years)
Statler Financial Services, Inc.
2006 - 2024 (18 years)
Statler Financial Services, Inc.
2002 - Present (24 years)
Statler Financial Services, Inc.
1998 - Present (28 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
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.
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.
Series 63, Series 65
Sebring, FL
Second Half Financial Partners, LLC
Series 63, Series 65
Sebring, FL
Waypoints Financial
Series 63, Series 66
Sebring, FL
Second Half Financial Partners, LLC
Series 63, Series 65
Sebring, FL
Waypoints Financial
CFP®, Series 63, Series 65
Sebring, FL
Waypoints Financial
Series 66
Avon Park, FL
Synergy Investment Management LLC
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