Investment Advisors Group, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$57,596,846
Clients
259
Advisors
2
of 2 employees
About
Investment Advisors Group, LLC provides investment advisory and financial planning services to individuals, as well as to trusts, charitable organizations, corporations and employer retirement plans. Its offerings include tiered portfolio management solutions (entry, digital and full advisory), standalone financial planning and ongoing retirement plan consulting for plan sponsors and participants.
The firm reports managing the majority of assets on a non‑discretionary basis (approximately $60.4 million) and typically presents recommendations that clients may implement, while providing regular monitoring and periodic rebalancing for comprehensive portfolio clients. Its investment process incorporates fundamental, technical, sector and cyclical analysis and uses a mix of ETFs, individual stocks, fixed income, REITs and asset allocation approaches tailored to client objectives and risk tolerance.
Noteworthy characteristics relative to peers include a single‑advisor practice serving an unusually large number of clients (259) and dual registration as a broker‑dealer registered representative and insurance producer, allowing both advisory and commissionable product activity. The firm also emphasizes pension consulting and serves pension/profit‑sharing plans, corporate and charitable clients, and discloses a platform and custodial relationship with LPL (including transition assistance) that creates potential conflicts of interest.
Client services
Expertise
Fee options
Flat fees for standalone financial planning and consulting services not to exceed $750; fees negotiated per engagement.
$0 - $25,000: 0.5% $25,000 - $50,000: 0.9% $0 - $150,000: 1.00% $150,001 - $500,000: 0.80% $500,001 - $1,000,000: 0.75% $1,000,001 - $2,000,000: 0.55% $2,000,001 - $3,000,000: 0.40% $3,000,001+: 0.30%
Commissions earned by dually registered representatives on securities sales outside advisory accounts; no commissions on advisory accounts.
Hourly fees charged for retirement plan consulting and financial planning engagements, specific rates not detailed.
Main office
360 W. College Ave
Jacksonville IL 62650
Advisors at this office
2
Most active in
Illinois · Missouri · Texas
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:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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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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
Advisors at this firm
Craig A
CFP®, Series 63, Series 65
Jacksonville, IL
Investment Advisors Group, LLC
Craig Albers is a CFP® professional with 32 years of experience in the financial industry. He is the sole advisor at Investment Advisors Group, LLC and has previously worked at Stifel Nicolaus & Co Inc and LPL Financial, LLC. Outside of his advisory work, Albers serves as a sporting event public announcer for Illinois College and has held employment roles with the Jacksonville School District and the University of Illinois Springfield. Investment Advisors Group, LLC provides investment advisory and financial planning services to individuals, trusts, charitable organizations, corporations, and employer retirement plans. The firm offers tiered portfolio management solutions, standalone financial planning, and retirement plan consulting, with an investment process that incorporates fundamental, technical, sector, and cyclical analysis tailored to client objectives and risk tolerance.
Nathan M
Series 66
Jacksonville, IL
Investment Advisors Group, LLC
Nathan Mc Combs is a financial advisor at Investment Advisors Group, LLC with a Series 66 designation and one year of industry experience. Prior to joining the firm, he was a full-time student at the University of Illinois Springfield and worked for Jacksonville School District 117. Investment Advisors Group, LLC provides investment advisory and financial planning services to individuals, trusts, charitable organizations, corporations, and employer retirement plans. The firm offers tiered portfolio management solutions, standalone financial planning, and retirement plan consulting, using a mix of ETFs, individual stocks, fixed income, REITs, and asset allocation strategies tailored to client goals and risk tolerance.
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