Advisor at Independent Advisor Alliance, llc
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Independent Advisor Alliance, llc
Location
Carrollton, GA 30117
Credentials
Series 66
Industry experience
21 years
Jason Norton is a financial advisor with Independent Advisor Alliance, LLC, holding a Series 66 credential and 21 years of industry experience. He has worked at Independent Advisor Alliance since 2018 and has prior experience with Independent Financial Partners, LPL Financial, and Norton Financial Inc. Norton also serves as a notary public. Independent Advisor Alliance, LLC is an SEC-registered enterprise RIA serving individuals, small businesses, retirement plans, pooled vehicles, charities, and estates. The firm offers asset management, financial planning, retirement plan consulting, and acts as a sponsor for third-party managers and model portfolios, utilizing a combination of fundamental, quantitative, and portfolio-theory analysis.
Based on Independent Advisor Alliance, llc
Based on Independent Advisor Alliance, llc
Flat fee for financial planning typically ranges from $0 to $15,000 (negotiable); Wealth coaching fixed fees quarterly $250 to $10,000 (negotiable)
up to 2.00% annually (maximum, negotiable)
Hourly financial planning/consulting fees up to $500 per hour (negotiable)
Fee-only: Financial planning fees negotiated, hourly up to $500/hour, flat fee typically $0 to $15,000, wealth coaching quarterly fixed fees $250 to $10,000 (negotiable)
108 Corporate Drive
Carrollton, GA 30117
Alabama · Florida · Georgia · South Carolina · Texas
Independent Advisor Alliance, LLC
2018 - Present (8 years)
Independent Financial Partners
2012 - 2018 (6 years)
LPL Financial
2011 - Present (15 years)
Norton Financial Inc.
2005 - Present (21 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is 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.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Is not active or affiliated with:
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.
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.
CFA®
Carrollton, GA
Plunkett & Associates, Inc.
Series 63, Series 65
Carrollton, GA
Advisor Share Wealth Management, LLC
CFP®, Series 63
Carrollton, GA
UNITED PLANNERS' FINANCIAL SERVICES of AMERICA a Limited Partner
CFP®, Series 63, Series 65
Carrollton, GA
UNITED PLANNERS' FINANCIAL SERVICES of AMERICA a Limited Partner
Series 66
Carrollton, GA
Independent Advisor Alliance, llc
Series 66
Carrollton, GA
Independent Advisor Alliance, llc
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