Philip Statz
Insight Financial Group · Arlington Heights, Illinois
Philip Statz is a fee-only financial advisor at Insight Financial Group in Arlington Heights, Illinois. Insight Financial Group reports charging fixed fees on its Form ADV.
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Facts
| Firm | Insight Financial Group |
|---|---|
| Based in | Arlington Heights, Illinois |
| Fee model (firm's Form ADV) | Fixed fees |
| Assets under management | $94M across 379 accounts |
| SEC registration | Investment adviser representative in IL · CRD 3244629 |
| Exams passed | Series 63 (1999) · Series 65 (2000) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.insightlifepath.com |
How Philip's firm compares
- Insight Financial Group's average account is about $248,000, from its Form ADV (assets managed divided by 379 accounts).
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Questions about Philip
Is Philip Statz a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Philip holds no broker registration, and Insight Financial Group reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Philip charge for financial advice?
Philip's firm, Insight Financial Group, reports charging fixed fees on its SEC Form ADV.
Where is Philip Statz based?
Philip Statz is based in Arlington Heights, Illinois.
Is Philip Statz registered with the SEC?
Yes. Philip Statz is registered as an investment adviser representative in IL (CRD 3244629), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Insight Financial Group manage?
Insight Financial Group reports $94M across 379 accounts in assets under management.
How do I contact Philip Statz?
Through Philip's website, www.insightlifepath.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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