Investment Advisor Group
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$80,744,076
Clients
123
Advisors
3
across 2 offices
About
Investment Advisor Group provides financial planning and investment management to individuals, families, trusts, and closely held businesses, including high-net-worth clients. Services described in the brochure include cash‑flow, tax, education, retirement and estate planning as well as discretionary portfolio management matched to client goals and risk tolerance.
The firm’s investment approach emphasizes asset allocation and broad diversification using ETFs, mutual funds, equities, and fixed income within a modern-portfolio-theory framework, and advisors may manage portfolios directly or by selecting third‑party managers. IAG uses a third‑party operations and investment platform to administer accounts and implements algorithm-driven tactical “META” model portfolios that can take defensive cash positions and have higher turnover; the firm also provides regular portfolio and performance reporting via an online portal and may distribute periodic reports.
Compared with many peers, IAG is distinctive for its integration with a turnkey platform that both administers accounts and executes the firm’s META strategies, and for accepting certain engagements paid through a Veterans’ beneficiary counseling program. Advisors at the firm may also offer insurance products (with disclosed commission arrangements) and routinely select outside managers for portions of client portfolios while not receiving third‑party compensation for those recommendations.
Client services
Expertise
Fee options
Flat fees for financial planning services, may range up to $25,000 per year; flat fees for investment management billed quarterly in advance (amount varies)
Up to $300 per hour for financial planning services
Account minimum: $100,000 Fee-only: Financial planning hourly fees up to $300/hour; flat fees up to $25,000 per year for financial planning
Main office
See officeHancock NY
Advisors at this office
2
Most active in
Connecticut · Delaware · Florida · New Hampshire · New Jersey · New York · Pennsylvania · Texas
Also doing business as
Canterbury Advisors · Charleston Wealth Advisors · Cl Price Financial · Clpf LLC · Cornerstone Wealth & Tax Group · Danzer Wealth Management · Gwn Wealth · Investment Advisor Group · Kohn Financial Planning · L Weinman Advisor · Military Survivor Financial Services
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.
Advisors at this firm
Christopher P
ChFC®, Series 63, Series 65
Hancock, NY
Investment Advisor Group
Christopher Price is a financial advisor at Investment Advisor Group with 16 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. Prior to joining Investment Advisor Group in 2021, he worked at The Investment Advisor Alliance LLC for 11 years. Mr. Price serves as a representative for the Town of Hancock, NY, on the Delaware County Local Development Corp, a non-compensated role focused on reviewing local business financing requests and supporting economic development. Investment Advisor Group provides financial planning and discretionary investment management to individuals, families, trusts, and closely held businesses. The firm emphasizes asset allocation and broad diversification aligned with modern portfolio theory and offers regular performance reporting through an online portal, distinguishing its communication practices from many peers.
Paul K
Series 65
Hancock, NY
Investment Advisor Group
Paul Kohn is a financial advisor at Investment Advisor Group with 15 years of industry experience. He holds a Series 65 designation and previously worked at Investment Advisor Alliance from 2010 to 2021 before joining his current firm. Investment Advisor Group provides financial planning and discretionary investment management to individuals, families, trusts, and closely held businesses. The firm emphasizes asset allocation and broad diversification aligned with clients’ goals, offering comprehensive planning and portfolio management using individual securities, mutual funds, ETFs, and selected third-party managers.
Eugene N
CFP®, Series 63
Saint Augustine, FL
Investment Advisor Group
Eugene Novitski is a CFP®-certified financial advisor with over 21 years of industry experience. He currently works at Investment Advisor Group, where he has been since 2021. Prior to that, he spent six years at Investment Advisor Alliance and nearly four decades as a self-employed advisor at Resource Capital Services. Investment Advisor Group provides financial planning and discretionary investment management to individuals, families, trusts, and closely held businesses. The firm manages approximately $72 million across 128 client relationships, emphasizing asset allocation and diversification aligned with modern portfolio theory.
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