IFG Advisory, LLC logo

IFG Advisory, LLC

Updated today

Client AUM

$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

Financial planning Portfolio management Pension consulting Selection of other advisers Newsletters or periodicals Educational seminars or workshops

Expertise

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy

Occupation focus

Founder/Business Owner Executive

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Fee options

Fixed

Flat fees generally range from $1,500 to $10,000 for financial planning; $1,500 to $100,000 for Retirement Plan Advisory Services.

Percentage

$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%

Commissions

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.

Project-based

Hourly fees generally up to $500 for financial planning; $175 to $350 hourly for Retirement Plan Advisory Services.

Other

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 office

200 Ashford Center North, Suite 400

Atlanta GA 30338

Advisors at this office

65

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

Quick links

Advisors at this firm

user avatar

Dana B

Series 66

Port St Lucie, FL

IFG Advisory, LLC

Dana Binsbachar is a financial advisor with IFG Advisory, LLC and holds the Series 66 designation. He has 28 years of industry experience, with prior roles at LPL Financial, INVEST Financial Corporation, Kestra Investment Services, and ValMark Advisers. Outside of his advisory work, he owns a business called SHTF Armory, LLC. IFG Advisory, LLC provides investment advisory and financial planning services to individuals, trusts, estates, corporations, and retirement plans. The firm customizes investment strategies using sub-advisors and third-party managers, managing a broad range of assets and employing various analytical approaches.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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Edward W

ChFC®, Series 63, Series 65

Raleigh, NC

IFG Advisory, LLC

Edward Watkins is a financial advisor with IFG Advisory, LLC in Raleigh, NC, holding the ChFC® designation and Series 63 and 65 licenses. He has 43 years of industry experience, including long tenures at Minnesota Life, Delta Financial Inc., and his own firm, Edward Watkins & Associates, Inc. Watkins has also worked at Securities America Advisors and LPL Financial. IFG Advisory, LLC provides investment advisory and financial planning services to individuals, trusts, estates, corporations, and retirement plans, employing a diversified investment approach that includes portfolio management, third-party model portfolios, and management of held-away assets. The firm also offers specialized services such as real-estate-related planning and retirement plan consulting.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
user avatar

Donald P

Series 63, Series 65

Tybee Island, GA

IFG Advisory, LLC

Donald Patrick is a financial advisor with IFG Advisory, LLC, holding Series 63 and Series 65 registrations and bringing 43 years of industry experience. He has been with IFG Advisory and affiliated firms since 2003 and also has a longstanding association with LPL Financial since 2013. Outside of advising, Patrick is the author of the book *Keep Your Nest Egg from Cracking* and is a 50% owner of Flight Unlimited, LLC, which owns an aircraft at Peachtree-Dekalb Airport. IFG Advisory, LLC provides investment advisory and financial planning services to individuals, trusts, estates, corporations, and retirement plans. The firm uses a variety of investment strategies involving sub-advisors, third-party managers, and multiple analytic approaches, offering discretionary and non-discretionary portfolio management alongside financial and retirement plan consulting.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
user avatar

Howard K

Series 63, Series 65

Atlanta, GA

IFG Advisory, LLC

Howard Katz is a financial advisor with IFG Advisory, LLC in Atlanta, GA, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been with IFG Advisory since 2014 and also maintains an affiliation with LPL Financial. Katz provides continuing education as an instructor for Certified Financial Planners, insurance agents, and CPAs, offering ethics and compliance courses. IFG Advisory serves a diverse client base, including individuals, high-net-worth clients, trusts, charitable and corporate entities, and retirement plans. The firm employs a multifaceted investment approach utilizing fundamental, technical, and cyclical analysis, managing portfolios through various methods including in-house management and third-party managers, and offers specialized services such as real estate planning and business valuation.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
user avatar

Gerald C

CFP®, ChFC®, Series 63, Series 65

Concord, NC

IFG Advisory, LLC

Gerald Craig is a financial advisor at IFG Advisory, LLC with over 33 years of industry experience. He holds the CFP® and ChFC® designations and has worked at IFG Advisory since 2016. Prior to this, he has been associated with LPL Financial and Carolina Planning Consultants, LLP for over two decades. IFG Advisory, LLC provides comprehensive investment advisory and financial planning services to a diverse client base, including individuals, trusts, estates, corporations, and retirement plans. The firm employs a variety of analytical approaches and utilizes sub-advisors and third-party managers to tailor investment strategies that align with client objectives.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
user avatar

Ryan H

Series 66

Atlanta, GA

IFG Advisory, LLC

Ryan Hood is a financial advisor with IFG Advisory, LLC in Atlanta, GA, holding a Series 66 license and 29 years of industry experience. He has been with IFG Advisory and LPL Financial since 2015. Outside of his advisory role, he is involved in health-related non-variable insurance and moderates activities unrelated to investment advising. IFG Advisory, LLC provides investment advisory and financial planning services to individuals including high-net-worth clients, trusts, estates, corporations, and retirement plans. The firm employs a range of investment strategies using sub-advisors, third-party models, and various financial instruments, while also managing held-away assets to align with clients’ overall goals.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
user avatar

Andrews B

Series 63, Series 65, Series 66

Charlotte, NC

IFG Advisory, LLC

Andrews Browne is a financial advisor at IFG Advisory, LLC with 11 years of industry experience. He holds the Series 63, Series 65, and Series 66 designations and has worked at IFG Advisory since 2022 and LPL Financial since 2017, with additional experience at Integrated Support Services. IFG Advisory, LLC serves a diverse client base including individuals, high-net-worth clients, trusts, and retirement plans, offering portfolio management, financial planning, and retirement plan consulting. The firm employs a multi-faceted investment approach incorporating fundamental, technical, and cyclical analysis, and provides specialized services such as real estate-oriented planning and business valuation.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
user avatar

Joseph R

Series 63, Series 65

Columbus, MS

IFG Advisory, LLC

Joseph Reed is a financial advisor with IFG Advisory, LLC and holds Series 63 and Series 65 credentials. He has four years of industry experience, including roles at LPL Financial and Lincoln Financial Securities. Outside of financial services, he is the owner of Worn Tools Woodworking LLC. IFG Advisory, LLC offers investment advisory and financial planning services to a diverse client base, including individuals, trusts, estates, corporations, and retirement plans. The firm customizes investment strategies using various analytical approaches and manages a broad range of asset types while also providing specialized services such as real estate analysis and retirement plan consulting.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
user avatar

Mikayla D

Series 66

Atlanta, GA

IFG Advisory, LLC

Mikayla Dubnik is a financial advisor at IFG Advisory, LLC based in Atlanta, GA. She holds the Series 66 designation and has been active in the industry since 2025. Her prior experience includes roles at SGL Wealth Management and LPL Financial LLC. IFG Advisory, LLC provides investment advisory and financial planning services to individuals, trusts, estates, corporations, and retirement plans. The firm employs a variety of investment strategies using sub-advisors, third-party models, and manages held-away assets to align with client goals.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
user avatar

Daniel K

Series 63, Series 66

Atlanta, GA

IFG Advisory, LLC

Daniel Keeney is a financial advisor with IFG Advisory, LLC based in Atlanta, GA. He holds Series 63 and Series 66 licenses and has six years of industry experience. Prior to joining IFG Advisory, he worked at Invesco and LPL Financial. IFG Advisory, LLC offers investment advisory and financial planning services to individuals, trusts, estates, corporations, and retirement plans. The firm employs a range of investment approaches and uses third-party managers and model portfolios to tailor strategies to client objectives.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
user avatar

Jessica Q

Series 66

Atlanta, GA

IFG Advisory, LLC

Jessica Quinn is a financial advisor with IFG Advisory, LLC and holds a Series 66 designation. She has three years of industry experience, including nine years at CitiBank prior to joining IFG Advisory and LPL Financial in 2023. Quinn also provides administrative support to IFG Advisory, LLC. IFG Advisory, LLC offers investment advisory and financial planning services to individuals, trusts, estates, corporations, and retirement plans. The firm employs a variety of investment strategies using sub-advisors and third-party managers and provides services such as portfolio management, financial planning, and retirement plan consulting.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
user avatar

Jeffrey F

CFP®, Series 63

Port Charlotte, FL

IFG Advisory, LLC

Jeffrey Fero II is a CFP® with two years of industry experience, currently serving as a financial advisor at IFG Advisory, LLC. He has been associated with IFG Advisory and LPL Financial for 10 years. IFG Advisory, LLC provides investment advisory and financial planning services to individuals, trusts, estates, corporations, and retirement plans. The firm employs a diverse investment approach using sub-advisors, third-party models, and various instruments, and offers services including portfolio management, retirement plan consulting, and real-estate-related planning.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
user avatar

Troy D

CFA®, Series 66

Atlanta, GA

IFG Advisory, LLC

Troy Decastro is a CFA® charterholder and holds a Series 66 license with 14 years of industry experience. He is currently with IFG Advisory, LLC, where he has worked since 2019, following a 21-year tenure at Crawford Investment Counsel, Inc. IFG Advisory, LLC provides advisory services to a diverse client base, including individuals, high-net-worth clients, trusts, charitable and corporate entities, and retirement plans. The firm’s investment approach integrates fundamental, technical, and cyclical analysis and employs a range of management strategies, including in-house management and third-party managers.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
user avatar

Melissa E

Series 63, Series 65

Atlanta, GA

IFG Advisory, LLC

Melissa Ekeberg is a financial advisor with IFG Advisory, LLC, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. She has previously worked at Lincoln Financial Advisors Corporation, LPL Financial, Invest Financial Corporation, and United Community Bank. Outside of her advisory role, she is involved with Appalachian Wealth Management. IFG Advisory, LLC serves a diverse client base including individuals, high-net-worth clients, trusts, charitable and corporate entities, and retirement plans. The firm provides comprehensive portfolio management and financial planning services, employing a multi-faceted investment approach that includes fundamental, technical, and cyclical analysis, and utilizes a variety of management strategies and third-party models.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
user avatar

Christopher J

Series 63, Series 65

Atlanta, GA

IFG Advisory, LLC

Christopher Jones is a financial advisor with IFG Advisory, LLC in Atlanta, GA, holding Series 63 and Series 65 licenses and 26 years of industry experience. He has been with IFG Advisory and LPL Financial since 2015. IFG Advisory, LLC provides investment advisory and financial planning services to individuals, trusts, estates, corporations, and retirement plans. The firm tailors investment strategies using a variety of analytical approaches and instruments, employs sub-advisors and third-party managers, and also manages held-away assets to align with clients’ overall financial goals.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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