Ingram Advisory Services, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Ingram Advisory Services, LLC provides financial planning, portfolio management, and pension consulting to individuals (including high‑net‑worth clients), retirement plans, trusts, estates, and business entities. Services described in the brochure include written financial plans, discretionary and non‑discretionary portfolio management, and employer retirement plan consulting and participant education.
The firm tailors investment strategies to clients’ objectives and risk tolerances, using model portfolios, mutual funds and ETFs, and ongoing monitoring and rebalancing; it also provides rollover advice to retirement‑account holders under fiduciary standards. Pension consulting engagements cover marketplace searches, service‑provider analysis, investment policy development, and periodic performance monitoring for plan sponsors.
Notable features relative to peers include a high client load per advisor—approximately 380 clients served by two advisors—resulting in a higher client‑to‑advisor ratio than most supported firms. Advisors are registered representatives of Centaurus Financial and the firm is affiliated with Ingram Financial Group, a licensed insurance agency, so advisory personnel may also recommend or sell brokerage and insurance products (including variable annuities) and the firm offers an optional electronic document storage service; the brochure also discloses a 2022 FINRA settlement involving a principal related to supervisory responsibilities.
Client services
Expertise
Fee options
Maximum fixed fee of $5,000 for broad-based financial plans; pension consulting fixed fees negotiable.
$0.01 - $499,999.99: 2.00% annually $500,000.00 - $999,999.99: 1.75% annually $1,000,000+: 1.5% annually
Commissions earned by registered representatives and insurance agents affiliated with the firm for securities and insurance sales; separate from advisory fees.
Up to $300 per hour for single subject financial planning and advisory consulting services; pension consulting fees range from $90 to $250 per hour.
Electronic document storage services with annual fees ranging from $250 to $1,250 or more, depending on assets under management or income.
Fee-only: Financial planning fixed fees up to $5,000; hourly fees up to $300/hour for consulting and pension consulting fees ranging from $90 to $250/hour; pension consulting fixed fees negotiable case-by-case.
Main office
799 Overlook Drive
Winter Haven FL 33884
Advisors at this office
3
Most active in
Florida · Georgia · Ohio · Texas
Also doing business as
Ingram Advisory Services, LLC · Ingram Financial Group · Ingram, Donnie Eugene
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.
Is not active or affiliated with:
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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.
Advisors at this firm
Tyler A
Series 66
Winter Haven, FL
Ingram Advisory Services, LLC
Tyler Anderson is a financial advisor at Ingram Advisory Services, LLC with a Series 66 designation and less than one year of industry experience. Prior to joining the firm, he worked in educational roles at Polk State College and several local schools. Outside of finance, he has been involved with Lawn Sharks since 2019. Ingram Advisory Services provides financial planning, portfolio management, and pension consulting to individuals, retirement plans, trusts, estates, and business entities. The firm uses tailored investment strategies with model portfolios, mutual funds, and ETFs, and serves a high client load with a focus on retirement plan consulting and participant education.
Donna S
Series 63, Series 65
Winter Haven, FL
Ingram Advisory Services, LLC
Donna Seymour is a financial advisor with Ingram Advisory Services, LLC, holding Series 63 and Series 65 credentials and bringing 36 years of industry experience. Her work history includes roles at Centaurus Financial Inc. and Ingram Financial Group, Inc. Besides advisory duties, she serves as Owner and Chief Operational Officer of Ingram Financial Group, where she also works as an insurance agent offering fixed annuities. Ingram Advisory Services, LLC provides financial planning, portfolio management, and pension consulting to individuals, retirement plans, trusts, estates, and business entities. The firm customizes investment strategies based on client objectives and risk tolerances, offering services such as discretionary and non-discretionary portfolio management, employer retirement plan consulting, and participant education.
Michael S
Series 63, Series 65
Winter Haven, FL
Ingram Advisory Services, LLC
Michael Seymour is a financial advisor with Ingram Advisory Services, LLC, holding Series 63 and Series 65 credentials and 38 years of industry experience. He has worked with Ingram Advisory Services and related entities since 2008. Outside of advisory work, he owns and operates Retirement Consultants Inc., a non-investment related business in Winter Haven, Florida. Ingram Advisory Services, LLC offers financial planning, portfolio management, and pension consulting to individuals, retirement plans, trusts, estates, and business entities. The firm customizes investment strategies using model portfolios, mutual funds, and ETFs while providing ongoing monitoring, rebalancing, and fiduciary rollover advice.
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