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.
Credentials
Series 63, Series 65
Experience Industry experience
12 years
Location
Dawsonville, GA 30534
Primerica Advisors
Institution
William Illg is a financial advisor with Primerica Advisors in Dawsonville, GA, holding Series 63 and Series 65 licenses and 12 years of industry experience. His prior work includes roles with PFS Investments Inc., Primerica Financial Services, Echo Ministries, and the City of Dawsonville. Outside of advising, he is involved in the sale of home security and automation products through Primerica Client Services, Inc. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and discretionary separately managed accounts. The firm curates third-party asset managers and uses a tiered wrap fee structure distinct from fixed-fee billing.
Based on Primerica Advisors
$0 - $250,000: 1.74% (1.25% Advisory Fee + 0.49% Program Fee) $250,000.01 - $500,000: 1.71% (1.25% Advisory Fee + 0.46% Program Fee) $500,000.01 - $1,000,000: 1.52% (1.10% Advisory Fee + 0.42% Program Fee) $1,000,000.01 - $3,000,000: 1.38% (1.00% Advisory Fee + 0.38% Program Fee) $3,000,000.01 - $5,000,000: 1.15% (0.85% Advisory Fee + 0.30% Program Fee) $5,000,000.01 - $10,000,000: 1.00% (0.80% Advisory Fee + 0.20% Program Fee) $10,000,000.01+: 0.85% (0.75% Advisory Fee + 0.10% Program Fee)
Account minimum: $25,000
Dawsonville, GA Jack Heard Dr
32 Jack Heard Dr, Ste 210 A
Dawsonville GA 30534
Advisors at this office
1
Georgia
12 years of industry experience
City of Dawsonville
2021 - Present • 5 years
Dawsonville, GA
Echo Ministries
2018 - Present • 8 years
Cleveland, GA
PFS Investments inc
2013 - Present • 13 years
Dawsonville, GA
Primerica Financial services
2011 - Present • 15 years
Dawsonville, GA
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
An unpaid judgment or lien against the advisor, such as a tax lien.
Is 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.
Is not active or affiliated with:
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.
CFP®, CFA®, Series 65
Big Canoe, GA
Compass Advisors LLC
Robert Moody is a CFP®, CFA®, and Series 65-credentialed financial advisor with 13 years of industry experience. He is the sole advisor at Compass Advisors LLC, an independent firm he has been with since 1998, and has also been associated with Financial Preparedness LLC since 2023. Compass Advisors LLC is a fee-only financial planning firm that serves individual clients with a focus on risk management, income tax planning, retirement, investments, and estate planning. The firm emphasizes managing investment portfolios using individual stocks and exchange-traded funds, tailoring advice to clients’ financial goals, risk tolerance, and tax considerations.
Series 66
Dawsonville, GA
Design Life's Journey, LLC
Deborah Matz is a financial advisor at Design Life's Journey, LLC with 16 years of industry experience. She holds a Series 66 designation and has previously worked at firms including Focused Tax Solutions and Securities Service Network. She is also involved in tax preparation and planning through her role as founder of DLJ Tax Services and manages an office building through Franklin Properties LLC. Design Life’s Journey serves individuals, high-net-worth clients, and small business owners by providing portfolio management, customized financial planning, tax preparation, and business advisory services. The firm builds portfolios tailored to client goals and risk tolerance, using a combination of fundamental, quantitative, and technical analysis with regular reviews and discretionary trading options.
CFP®, Series 63, Series 65
Gainesville, GA
Blossom Balance LLC
Tracey Gordineer is a CFP® with six years of industry experience, currently serving as the principal of Blossom Balance LLC in Gainesville, GA. She has worked at Paramount Investment Advisors and North Georgia Accounting, among other firms. Gordineer is also CEO of Blossom Balance Tax LLC and COO of CASCFO Advisory, where she manages tax preparation services and provides business development for tax and accounting staffing firms. Blossom Balance LLC offers investment advisory and financial planning services to individual and high-net-worth clients, using strategies such as strategic asset allocation and dollar-cost averaging. The firm integrates tax and accounting services through an affiliated company, providing clients with flexible options tailored to their financial goals.
Series 63, Series 65
Cumming, GA
Trufp
Patrick Paxton is a financial advisor at TruFP with Series 63 and Series 65 licenses and 41 years of industry experience. His prior roles include positions at Investment Planning Advisors, Cambridge Investment Research Advisors, Money Concepts Capital Corp, and Equity Services, Inc. Paxton also serves as treasurer for the Forsyth County Republican Party, where he manages bookkeeping and fundraising activities. TruFP provides investment advisory and financial planning services to individuals, high-net-worth clients, and employer plan sponsors, using tailored strategies that include asset allocation and technical analysis. The firm maintains a high client-to-advisor ratio and participates in the Ramsey Solutions SmartVestor program.
Series 66
Cumming, GA
Trufp
Andrew Castleberry is a financial advisor with TruFP, holding a Series 66 designation and nine years of industry experience. His work history includes roles at Investment Planning Advisors, Cambridge Investment Research Advisors, E*Trade Securities, and Edward Jones. TruFP provides investment advisory and financial planning services to individuals, high-net-worth clients, and employer plan sponsors, offering tailored advice through various portfolio management and financial planning strategies. The firm manages a large client base with a four-advisor team and participates in third-party marketing programs such as Ramsey Solutions SmartVestor.
Series 66
Cumming, GA
Trufp
Kenneth Bellavance is a financial advisor at TruFP with 12 years of industry experience. He holds the Series 66 designation and has worked at Investment Planning Advisors and Cambridge Investment Research, Inc. He is based in Cumming, GA. TruFP provides investment advisory and financial planning services to individuals, high-net-worth clients, and employer plan sponsors. The firm uses tailored investment strategies with regular account reviews and emphasizes both discretionary and non-discretionary portfolio management.
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