InvestGro LLC

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Client assets under management

$934,097

Clients

0% high-net-worth

Advisors

of 3 employees

Firm type

Supported

1-4 advisors or >$200M in AUM

Clients per advisor

Very Low

Average account size

$54,947

About

Investgro LLC provides discretionary and non-discretionary asset management alongside financial planning and consulting services, including full financial plans, topic-specific consultations, and an ongoing planning program with monthly workshops and quarterly updates. The firm reports about $934,000 in discretionary assets under management across 17 clients and does not impose an account minimum.

Investment decisions are based on fundamental analysis and portfolio theory (including modern and post-modern approaches) and use Monte Carlo techniques for planning, with portfolios tailored to each client’s goals, time horizon, and risk tolerance. Clients may authorize discretionary trading or retain approval for each transaction, custody is facilitated through Altruist, and advisory fees are billed in advance according to the investment advisory agreement.

Noteworthy features for a supported firm of this size include the emphasis on ongoing client education—monthly workshops and a program that includes asset management at no additional cost for clients with under $250,000 in assets under management—and a small, boutique scale of operations. The firm does not aggregate trades across accounts, does not vote client proxies (clients receive proxies directly), and its principal is a CFP® professional, reflecting a planning-oriented practice.

Client services

Financial planning Portfolio management Educational seminars or workshops

Expertise

Cash flow / budgeting Retirement income strategy Tax-loss harvesting Wealth management

Fee options

Fixed

Full financial plans range from $1,500 to $10,000

Percentage

$0 - $1,000,000: 1.0% annually $1,000,000.01 - $5,000,000: 0.75% annually $5,000,000.01+: 0.50% annually

Project-based

$500 per hour for consultation planning services

Subscriptions

Ongoing financial planning at $200 per month billed monthly or quarterly

Other

Fee-only: Hourly financial planning at $500 per hour; fixed fees for full financial plans between $1,500 and $10,000; ongoing financial planning at $200 per month

Main office location

InvestGro LLC

1982 Providence Pkwy, Suite 257

Mt. Juliet TN 37122, United States

Number of offices

Most active in

Tennessee

Disclosures

Business activities & affiliations

Is not 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.

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.

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

Lawyer

They provide legal services, typically billed separately.

Real estate agent

They facilitate real estate transactions and may earn commissions.

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate fees.

Forms ADV

Form ADV Part 2: Client Brochure

Quick links

Website 615-927-3509

Advisors at this firm

Casey M

Series 65

Mt. Juliet, TN

InvestGro LLC

Casey Martens is the sole advisor at InvestGro LLC, holding a Series 65 designation and currently has no industry experience. Martens has been a student since 2015. InvestGro LLC provides discretionary and non-discretionary asset management along with financial planning and consulting services, utilizing fundamental analysis combined with Modern and Post-Modern Portfolio Theory and Monte Carlo techniques. The firm offers a range of engagement options, including hourly and fixed-fee financial planning, in addition to traditional asset-management billing.

Cash flow / budgeting Retirement income strategy Tax-loss harvesting Wealth management

Alec M

Series 63, Series 65

Mt. Juliet, TN

InvestGro LLC

Alec Medlin is a financial advisor at InvestGro LLC with three years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Knights of Columbus Asset Advisors LLC and Northwestern Mutual. InvestGro LLC provides discretionary and non-discretionary asset management along with financial planning and consulting services, including full financial plans and single-topic consultations. The firm uses fundamental analysis combined with Modern and Post-Modern Portfolio Theory and Monte Carlo planning techniques, offering both traditional asset management and hourly or fixed-fee financial planning engagements.

Cash flow / budgeting Retirement income strategy Tax-loss harvesting Wealth management

Ryan S

Series 65

Mt. Juliet, TN

InvestGro LLC

Ryan Stehno is the sole advisor at InvestGro LLC in Mt. Juliet, TN, holding a Series 65 designation with no prior industry experience. His work history includes roles at Florida Financial Advisors (DBA Tristate Financial Advisors), Oreilly Auto Parts, and various educational institutions. InvestGro LLC provides discretionary and non-discretionary asset management alongside financial planning and consulting services, employing fundamental analysis, Modern and Post-Modern Portfolio Theory, and Monte Carlo planning techniques in its investment process. The firm offers both asset-based and fixed-fee planning options, with a focus on regular client engagement and quarterly account reviews.

Cash flow / budgeting Retirement income strategy Tax-loss harvesting Wealth management

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