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Phillip Senderowitz

Wellth Advisory Services, LLC
29 Years of Experience
Shorewood, IL
3 Disclosures
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Phillip Senderowitz is a registered investment advisor at Wellth Advisory Services, LLC, based in Shorewood, IL, with 29 years of industry experience. Phillip operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 2,383 clients with $24B in assets under management.

Wellth Advisory Services, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
74 advisors
Number of Clients
2,383 clients
Average Client Portfolio
$9.9M average
Assets Under Management
$23.6B

Fee Structure

Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M2.00%
$1.0M - $2.0M1.50%
$2M+1.00%

Fees are negotiable. WELLth Advisory Services also uses LPL Financial's advisory programs, which have maximum fees ranging from 1.35% to 2.95%.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
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Location

Shorewood, IL

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History

Regulatory History (3)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Employment Separation After Allegations
March 2006
Customer Dispute
December 2005
Settled
Employment Separation After Allegations
August 2005
View Full SEC ReportHow to Read Disclosures
Other Business Activities

Phillip is a board trustee for the Maitland Police and Fire Pension, a managing director at Strategic Retirement Partners (dedicating nearly full-time hours), and a board member for the Tampa Orlando Pinellas Jewish Foundation. None of these activities appear to involve selling insurance products.

Employment History
Current Registrations
Wellth Advisory Services, LLC
July 2024 - Present · 1 yr 9 mos
Previous Registrations
Global Retirement Partners LLC
April 2019 - July 2024 · 5 yrs 3 mos
Kestra Advisory Services, LLC
May 2016 - April 2019 · 2 yrs 11 mos
NFP Advisor Services, LLC
November 2015 - September 2016 · 10 mos
Kestra Investment Services, LLCBroker
September 2014 - April 2019 · 4 yrs 7 mos
NFP Retirement
May 2013 - August 2016 · 3 yrs 3 mos
Financial Telesis, INC.
January 2010 - April 2013 · 3 yrs 3 mos
Financial Telesis INCBroker
December 2009 - September 2014 · 4 yrs 9 mos
Nrp Advisors, INC.
January 2008 - November 2009 · 1 yr 10 mos
Nrp Financial, INC.Broker
January 2008 - November 2009 · 1 yr 10 mos
Lincoln Financial Advisors Corporation
June 2006 - January 2008 · 1 yr 7 mos
Lincoln Financial Advisors CorporationBroker
May 2006 - January 2008 · 1 yr 8 mos
Bb&t Investment Services, INC.
December 2005 - February 2006 · 2 mos
Bb&t Investment Services, INC.Broker
December 2005 - February 2006 · 2 mos
Suntrust Investment Services, INC.
August 2002 - September 2005 · 3 yrs 1 mo
Suntrust Investment Services, INC.Broker
August 2002 - September 2005 · 3 yrs 1 mo
Charles Schwab & CO., INC.Broker
March 1992 - June 1998 · 6 yrs 3 mos
Thomas James Associates, INC.Broker
July 1991 - January 1992 · 6 mos
State Registrations2 states
FLRI
Advisor

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.

Exams
No exam information available for this advisor.
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