Advisor at Independent Financial Group, 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 Financial Group, LLC
Location
Vidalia, GA 30275
Credentials
Series 66
Industry experience
22 years
Kathy Keadle is a Series 66 licensed financial advisor with Independent Financial Group, LLC, where she has worked since 2015. She has 21 years of industry experience and is also the owner of Keystone Financial Services, a firm providing investment and consulting services since 2005. Additionally, she leads the Keystone Foundation for Financial Education, a nonprofit offering free financial workshops. Independent Financial Group, LLC is a dual-registered broker-dealer and SEC-registered investment adviser serving individuals, charities, corporations, and plan sponsors. The firm offers a range of brokerage, portfolio management, and financial planning services through a national network of advisors, utilizing multiple investment platforms and third-party asset managers.
Based on Independent Financial Group, LLC
Based on Independent Financial Group, LLC
Flat fees for financial planning and consulting services; negotiable and specified in Financial Planning/Consulting Agreement.
$0 - $250,000: 2.00% maximum Advisor Fee + 0.16% Program Fee $250,000 - $500,000: 2.00% maximum Advisor Fee + 0.12% Program Fee $500,000 - $1,000,000: 2.00% maximum Advisor Fee + 0.10% Program Fee $1,000,000 - $2,000,000: 2.00% maximum Advisor Fee + 0.06% Program Fee $2,000,000 - $5,000,000: 2.00% maximum Advisor Fee + 0.05% Program Fee $5,000,000+: 2.00% maximum Advisor Fee + 0.04% Program Fee
Commissions earned by IARs when acting as registered representatives for brokerage services outside advisory programs.
Hourly financial consulting fees, collected in advance or arrears; negotiable and specified in Financial Planning/Consulting Agreement.
Subscription-based fees for financial planning programs, stated in the Financial Planning/Consulting Agreement, paid monthly or quarterly.
Account minimum: $2,000 to $100,000 depending on program; specific minimums include $5,000 for AccessPoint Models, $25,000 for AccessPoint Advisor Portfolios, $2,000 manager dependent for Fund Strategist Portfolios, $100,000 for Separately Managed Accounts, $50,000 for Unified Managed Accounts, $25,000 for AP Client, $50,000 for CAM Client Schwab, no minimum for Retirement Plan Services (RPS) Fee-only: Hourly rates, flat fees, and subscription billing for financial planning and consulting services; fees are negotiable and detailed in Financial Planning/Consulting Agreement.
202 Jackson Street
Vidalia, GA 30275
Georgia · Texas
Independent Financial group
2015 - Present (11 years)
Keystone Properties, LLC
2007 - Present (19 years)
Keystone Foundation for Financial Education, LLC
2006 - Present (20 years)
Keystone Financial Services
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.
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.
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.
ChFC®, Series 63, Series 65
Vidalia, GA
Primerica Advisors
Series 63, Series 65
Reidsville, GA
Primerica Advisors
Series 66
Vidalia, GA
Edward Jones
Series 63, Series 65
Vidalia, GA
Cetera
Series 66
Reidsville, GA
Primerica Advisors
Series 66
Vidalia, GA
Edward Jones
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