Tracey Bryan
Advisor at IFG Advisory, LLC
Updated today
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
IFG Advisory, LLC
Location
Columbus, MS 39705
Credentials
CFP®, Series 63, Series 66
Industry experience
19 years
Fee options
Financial planning flat fees generally range from $1,500 to $10,000; Retirement Plan Advisory Services flat fees range from $1,500 to $100,000.
$0 - $249,999.99: 2.00% $250,000 - $499,999.99: 1.75% $500,000 - $749,999.99: 1.65% $750,000 - $1,249,999.99: 1.40% $1,250,000 - $1,999,999.99: 1.25% $2,000,000 - $4,999,999.99: 1.15% $5,000,000+: 1.00%
Associated persons may receive commissions on insurance and other products; no dual payment of commissions and advisory fees on same assets.
Financial planning and consulting hourly fees generally up to $500; Retirement Plan Advisory Services hourly fees range from $175 to $350.
Fee-only: Hourly fees up to $500 for financial advisors; flat fees generally range from $1,500 to $10,000; also annual percentage of Assets Under Advice basis for financial planning and consulting services.
Work history
IFG Advisory, LLC d/b/a Nickels Wealth Management
2024 - Present (2 years)
Nickels Wealth Management
2016 - Present (10 years)
LPL Financial LLC
2016 - Present (10 years)
Householder Group Estate & Retirement Specialists
2016 - 2024 (8 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
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Series 63, Series 65
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Series 63, Series 65
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Series 63, Series 65
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