IFG Advisory, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$4,577,902,560
Clients
9,038
Advisors
110
across 24 offices
About
IFG Advisory, LLC provides investment advisory and financial planning services to a broad client base that includes individuals (including high‑net‑worth clients), trusts, estates, corporations and retirement plans. The firm offers portfolio management (discretionary and non‑discretionary), standalone financial planning and consulting, retirement plan consulting (including limited 3(21) and full 3(38) services), and a wrap‑fee program.
IFG tailors investment strategies to client objectives and uses sub‑advisors, third‑party model portfolios, and third‑party managers to implement portfolios; it also manages held‑away assets such as 401(k)s, 529 plans and HSAs to align those accounts with overall financial goals. The firm employs a mix of analytical approaches (fundamental, technical, cyclical) and a wide range of instruments—from mutual funds and ETFs to fixed income, options and certain alternative or leveraged products—and performs periodic reviews at least annually.
Compared with many peers, IFG discloses that a number of its investment adviser representatives are dually registered as registered representatives of LPL, enabling the offering of commissionable brokerage products and creating potential conflicts that the brochure describes and mitigates. The firm also highlights real‑estate‑related planning services — including real estate analysis, cost‑segregation studies and business valuation — alongside customary insurance and referral arrangements and the use of third‑party models (including an Invesco compensation arrangement), features that are less common among large enterprise advisers.
Client services
Expertise
Occupation focus
Fee options
Flat fees generally range from $1,500 to $10,000 for financial planning; $1,500 to $100,000 for Retirement Plan Advisory Services.
$0 - $249,999.99: 2.00% $250,000 - $499,999.99: 1.75% $500,000 - $749,999.99: 1.65% $750,000 - $1,249,999.99: 1.40% $1,250,000 - $1,999,999.99: 1.25% $2,000,000 - $4,999,999.99: 1.15% $5,000,000+: 1.00%
Certain associated persons are registered representatives of LPL and may receive commissions on insurance and other products; clients do not pay both commissions and advisory fees on same assets.
Hourly fees generally up to $500 for financial planning; $175 to $350 hourly for Retirement Plan Advisory Services.
Fee-only: Hourly fees up to $500; Flat fees from $1,500 to $10,000; Annual percentage of Assets Under Advice also possible for financial planning and consulting services; hourly fees for Retirement Plan Advisory Services range from $175 to $350; flat fees range from $1,500 to $100,000 or up to 1.0% of plan assets.
Main office
See office200 Ashford Center North, Suite 400
Atlanta GA 30338
Advisors at this office
65
Offices (24)
Atlanta, GA Ashford Center North
200 Ashford Center North Suite 400, Atlanta, GA 30338
65 advisors
Columbus, MS
2900 Bluecutt Road Suite One, Columbus, MS 39705
6 advisors
Greer, SC
56 Parkway Commons Way, Greer, SC 29650
3 advisors
Huntsville, AL
120 Holmes Avenue NE Suite 305, Huntsville, AL 35801
3 advisors
Mooresville, NC
150 Fairview Road Suite 105, Mooresville, NC 28117
3 advisors
Most active in
Alabama · Alaska · Arizona · Arkansas · California · Connecticut · District of Columbia · Florida · Georgia · Idaho · Illinois · Indiana · Iowa · Kansas · Kentucky · Louisiana · Maine · Maryland · Massachusetts · Michigan · Minnesota · Mississippi · Missouri · Montana · Nebraska · Nevada · New Hampshire · New Jersey · New Mexico · New York · North Carolina · Ohio · Oklahoma · Oregon · Pennsylvania · South Carolina · Tennessee · Texas · Utah · Virginia · Washington · Wisconsin
Also doing business as
Aletheia Advisory Services, LLC · Appalachian Wealth Management · Atlanta Retirement Partners · Balance Wealth Partners, LLC · Bluhawk Wealth Management, LLC · Brisard Wealth Advisory · Carolina Planning Consultants, Llp · Carver Capital · Carverstark · Cast Ahead Wealth Mangement · Clear Blue Wealth · Cloud Family Wealth Management · Collins Wealth Management · Dh Christopher Wealth Management · Envision Wealth Partners · Financial Strategies Group, Inc. · Franklin Watkins Financial Group · Gary Alpert Financial Strategies · Gunther Wealth Management · Healy Wealth Management · Highland Trust Partners · Highlands Wealth Group · Ifg Advisory · Ifg Advisory, LLC · Integrated Financial Group · Integrated Financial Partners · Integrated Wealth Management Group · Iwm Group · Jaeger Capital Management, LLC · Johns Creek Wealth Management · Legacy Capital Advisors, LLC · Linea Private Wealth Management · Madison Financial & Associates · Magnolia Financial Group · Marathon Financial Strategies · Milestone Investment Management · Morris Shank Wealth Management · Nickels Wealth Management · Nida Financial Group, Inc. · North Georgia Wealth Management Group · Nwm Capital Advisors · Oak Tree Financial Services · Open Road Financial · Panoptic Capital Management · Pathways Financial Partners · Pinnacle Wealth Management, LLC · R.M. Smith & Associates · Rebekah J Fero Cfp LLC/Fero Financial · Sgl Wealth Management · Sovereign Investment Group · Squire Asset Management, LLC · Stark Financial · Tarrant Financial · Tarrent Financial Advisors · The Anchor Financial Group · The Brain Trust · Thompsonbaker Financial, LLC · Wealth Horizon · Wealthpoint Investment Management · Whb Wealth Management Group, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
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.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Real estate agent
They facilitate real estate transactions and may earn commissions.
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.
-
Lawyer
They provide legal services, typically billed separately.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)