Imagine Financial Security LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Imagine Financial Security LLC is an independent registered investment adviser managing about $56.4 million for roughly 50 clients, primarily individual and some high‑net‑worth households. The firm provides discretionary portfolio management along with comprehensive financial planning through ongoing engagements and one‑time or hourly planning projects.
IFS bases client strategies on documented goals, time horizons, and risk tolerances, using fundamental and technical analysis alongside a mix of long‑ and short‑term approaches, with routine monitoring, rebalancing, and tax‑aware reviews. Financial planning work covers cash flow, retirement income, risk management, tax considerations, and estate planning, with annual reviews and ad hoc updates as client circumstances change.
Noteworthy for a firm of its size, IFS offers public educational seminars and workshops to explain investment types and services, and the principal also conducts training and curriculum development for new financial advisers. The firm disclosed a January 2026 consent order from the Tennessee Securities Division related to minimum net capital and recordkeeping, paid a civil penalty, and reports that the deficiencies were remediated.
Client services
Expertise
Fee options
$0 - $1,000,000: 0.90% Over $1,000,000 - $2,000,000: 0.75% Over $2,000,000 - $5,000,000: 0.50% Over $5,000,000+: 0.25%
$300 per hour for financial planning if plan is cancelled after 5 business days
Minimum fee: $1,000 one-time onboarding fee due upon engagement, waivable or reducible at firm's discretion Fee-only: One-time financial planning fee between $2,000-$10,000 (negotiable)
Main office
1100 Market Street, Suite 600
Chattanooga TN 37402
Advisors at this office
1
Most active in
Florida · Tennessee · Texas
Also doing business as
Imagine Financial Security LLC · Imagine Financial Security, 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 not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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