The Ivy League Advisory Group, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
The Ivy League Advisory Group, LLC provides investment advisory and planning services to individual clients — including high‑net‑worth individuals — and to retirement plan sponsors. Services include non‑discretionary asset management delivered via the Orion Portfolio Solutions platform, 529 college‑savings guidance, ERISA 3(21) plan advisory support, third‑party money‑manager referrals, and ongoing financial planning and consulting, along with public seminars and workshops.
The firm typically operates on a non‑discretionary basis, obtaining client approval for transactions while implementing model portfolios developed in‑house, selected from Orion Strategists, or managed by third‑party managers it refers. Portfolio construction is centered on diversified, low‑cost mutual funds and ETFs, risk‑aligned allocation tiers, and periodic rebalancing, with reviews tied to client objectives, tax considerations, and estate planning needs.
Distinctive features include an asset base that is almost entirely non‑discretionary—an uncommon arrangement for firms in this peer group—and a regular program of educational seminars and workshops. The firm also maintains an affiliated insurance practice and referral arrangements with third‑party managers; these relationships and their potential conflicts are disclosed and managed while the firm generally serves as liaison rather than exercising trading discretion.
Client services
Expertise
Fee options
Financial Planning ongoing fees: $7,200 annually charged as $600 monthly.
$0 - $750,000: 1.00% annually $750,001 - $1,500,000: 0.75% annually $1,500,001 - $2,000,000: 0.65% annually $2,000,001+: 0.50% annually
Not specifically detailed, but SEC Part 1 reports hourly charges; no specific hourly rate stated in brochure.
Financial Planning ongoing fees: $600 per month (monthly increments of annual $7,200).
Main office
530 E Hunt Way, Suite 103 #480
San Tan Valley AZ 85142, United States
Most active in
Arizona · New Hampshire · Vermont
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.
Forms ADV
Quick links
Advisors at this firm
Brandon A
Series 63, Series 65
Tilton, NH
The Ivy League Advisory Group, LLC
Brandon Archibald is a financial advisor with The Ivy League Advisory Group, LLC, holding Series 63 and Series 65 designations and 13 years of industry experience. He has been with The Ivy League Advisory Group since 2014, following prior roles at Gradient Advisors, LLC and Primerica Advisors. In addition to his advisory role, Archibald is involved in insurance sales and service. The Ivy League Advisory Group provides investment advisory and planning services to individual clients, including high-net-worth individuals, as well as retirement plan sponsors. The firm emphasizes non-discretionary asset management using diversified, low-cost mutual funds and ETFs, along with educational seminars and workshops.
Markus C
Series 65
Tilton, NH
The Ivy League Advisory Group, LLC
Markus Cole is a financial advisor at The Ivy League Advisory Group, LLC with a Series 65 credential. He has been with the firm since 2019 and has prior experience as a sole proprietor. The Ivy League Advisory Group provides investment advisory and planning services to individuals, including high-net-worth clients, and retirement plan sponsors. The firm focuses on non-discretionary asset management using diversified, low-cost mutual funds and ETFs, with client approval required for transactions and a strong emphasis on educational seminars and workshops.
Peter L
Series 65
Tilton, NH
The Ivy League Advisory Group, LLC
Peter Laufenberg is a financial advisor with The Ivy League Advisory Group, LLC, holding a Series 65 designation and 10 years of industry experience. He has been with The Ivy League Advisory Group since 2016. The Ivy League Advisory Group provides investment advisory and planning services to individual clients, including high-net-worth individuals, and retirement plan sponsors. The firm operates primarily on a non-discretionary basis, offering diversified, low-cost portfolio solutions alongside educational seminars and workshops.
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