Philip Kabat
Philip Kabat is a registered investment advisor at Kabat Advisory Group, LLC, based in Jacksonville, FL, with 11 years of industry experience. Philip operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 2 more.
Compensation
Firm Size
IM Fee
Fee Structure
- Financial planning services are offered based on an hourly fee of $250 per hour.
- Financial planning services are offered based on a flat fee between $500 and $10,000 based on the complexity of the plan and the client’s needs.
Location
10752 Deerwood Park Blvd, Suite 100, Jacksonville, FL, 32256
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Philip works as an insurance agent with Kabat Equity Group, Inc., dedicating the majority of his time to this business. He provides insurance sales and services.
Employment History
Current Registrations
Kabat Advisory Group, LLC
State Registrations2 states
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.