IFG Advisors, LLC logo

IFG Advisors, LLC

Updated today

Client AUM

$1,030,000,000

Clients

566

Advisors

8

across 2 offices

About

IFG Advisors provides ongoing discretionary and non‑discretionary portfolio management, investment advisory services, project‑oriented and ongoing financial planning, and retirement plan services to individuals, families, and businesses. Engagements are tailored through an initial assessment and may include implementation and ongoing monitoring or, for advisory and planning services, written recommendations that clients may implement themselves.

The firm’s investment approach emphasizes building globally diversified portfolios consistent with the principles of modern portfolio theory, relying primarily on fundamental security analysis together with market trend and economic‑cycle analysis. Mutual funds and exchange‑traded funds are the primary investment vehicles used, and account management is aligned with each client’s documented risk profile and objectives.

IFG reports managing over $1.03 billion in discretionary assets while operating with a small staff, a scale that is noteworthy relative to many peer teams and may influence how the firm allocates resources across client relationships. The firm also discloses that some associated persons are licensed insurance agents and that insurance products placed through those associated persons may generate customary commissions, a potential conflict of interest it describes in its brochure.

Client services

Financial planning Portfolio management Pension consulting

Expertise

General retirement planning

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Fee options

Fixed

Fixed fees for financial planning services, quoted in advance and negotiated case-by-case

Percentage

$0 - $1,000,000: 1.50% $1,000,001 - $3,000,000: 0.75% $3,000,001+: 0.50%

Other

Minimum fee: $1,000 minimum annual fee for retirement plan services Fee-only: Fixed fees for financial planning services, negotiable based on complexity

Main office

See office

10560 Old Olive Street Road, Suite 250

St. Louis MO 63141

Advisors at this office

7

Most active in

California · Colorado · Florida · Illinois · Louisiana · Maryland · Missouri · Nebraska · New Hampshire · New York · North Carolina · Ohio · Texas · Wisconsin

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Mark S

Series 63, Series 65

Denver, CO

IFG Advisors, LLC

Mark Sessel is a financial advisor at IFG Advisors, LLC in Denver, CO, with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has been with IFG Advisors since 2015. IFG Advisors, LLC provides discretionary and non-discretionary portfolio management, financial planning, and retirement-plan advisory services to individuals, families, businesses, and retirement plans. The firm manages approximately $818 million for about 510 clients, employing a modern portfolio theory approach with globally diversified portfolios primarily using mutual funds and exchange-traded funds.

General retirement planning
user avatar

Matthew B

Series 65

St. Louis, MO

IFG Advisors, LLC

Matthew Buckman is a financial advisor at IFG Advisors, LLC in St. Louis, MO, holding a Series 65 designation with one year of industry experience. His prior work includes roles at NISA Investment Advisors, LLC and Aspiriant, LLC. IFG Advisors, LLC provides discretionary and non-discretionary portfolio management, financial planning, and retirement-plan advisory services to individuals, families, businesses, and retirement plans. The firm manages approximately $818 million for about 510 clients, using a globally diversified investment approach grounded in modern portfolio theory and fundamental security analysis.

General retirement planning
user avatar

Daniel P

Series 63, Series 65

St. Louis, MO

IFG Advisors, LLC

Daniel Polinsky is a financial advisor at IFG Advisors, LLC in St. Louis, MO, with five years of industry experience. He holds the Series 63 and Series 65 designations and has previously worked at R.J. O'Brien Securities, Apex Fintech Solutions, TradeStation Securities, and CME Group. IFG Advisors, LLC provides portfolio management, financial planning, and retirement-plan advisory services to individuals, families, businesses, and retirement plans. The firm applies modern portfolio theory with a focus on globally diversified portfolios and tailors its advice to client objectives through both discretionary and non-discretionary arrangements.

General retirement planning
user avatar

Adam G

CFP®, Series 65

St. Louis, MO

IFG Advisors, LLC

Adam Goldstein is a CFP® professional with 11 years of industry experience, currently serving as an advisor at IFG Advisors, LLC since 2021. Prior to joining IFG Advisors, he worked at Buckingham Asset Management, LLC for eight years. IFG Advisors, LLC provides discretionary and non-discretionary portfolio management, financial planning, and retirement-plan advisory services to individuals, families, businesses, and retirement plans. The firm employs a globally diversified investment approach based on modern portfolio theory and tailors services to client objectives and risk profiles.

General retirement planning
user avatar

Warner I

CFP®, Series 63, Series 65

St. Louis, MO

IFG Advisors, LLC

Warner Isaacs is a CFP® professional with 21 years of industry experience, currently serving at IFG Advisors, LLC since 2006. He is based in St. Louis, MO, and holds Series 63 and Series 65 licenses. Outside of his advisory role, Isaacs works as a college football official throughout the Midwest during the fall. IFG Advisors, LLC provides portfolio management, financial planning, and retirement-plan advisory services to individuals, families, businesses, and retirement plans. The firm employs an investment approach based on modern portfolio theory, using diversified portfolios primarily composed of mutual funds and ETFs, and manages approximately $818 million for around 510 clients.

General retirement planning
user avatar

Weston M

CFP®, CFA®, Series 63, Series 65

St. Louis, MO

IFG Advisors, LLC

Weston Manley is a CFP® and CFA® with 11 years of industry experience, currently with IFG Advisors, LLC since 2018. His prior roles include positions at LPL Financial, RFG Advisory Group, and Buckingham Strategic Wealth. He also serves as an independent contractor Interim CFO for Neocova, a software provider for community banks and credit unions. IFG Advisors offers portfolio management, financial planning, and retirement plan services to individuals, families, and businesses. The firm employs a globally diversified investment approach based on modern portfolio theory, utilizing fundamental security analysis alongside market and economic-cycle trends.

General retirement planning
user avatar

Jay F

CFP®, CFA®, Series 63, Series 66

St. Louis, MO

IFG Advisors, LLC

Jay Fuller is a CFP® and CFA® with 17 years of experience in the financial industry. He has been with IFG Advisors, LLC in St. Louis, MO since 2007. IFG Advisors, LLC provides discretionary and non-discretionary portfolio management, financial planning, and retirement-plan advisory services to individuals, families, businesses, and retirement plans. The firm uses a modern portfolio theory approach with a focus on globally diversified portfolios primarily composed of mutual funds and exchange-traded funds.

General retirement planning
user avatar

Joseph B

Series 65

St. Louis, MO

IFG Advisors, LLC

Joseph Beck is a financial advisor with IFG Advisors, LLC in St. Louis, MO. He holds a Series 65 credential and has experience spanning several firms, including Mercy, IntelliCentrics, Vizient, and Ascension - The Resources Group. IFG Advisors provides portfolio management, financial planning, and retirement plan services to individuals, families, and businesses. The firm emphasizes globally diversified portfolios based on modern portfolio theory, using primarily mutual funds and ETFs tailored to each client’s risk profile and objectives.

General retirement planning
View complete list of advisors at this firm
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