Heather Hoch
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.
Client services
Financial planning
Portfolio management
Pension consulting
Selection of other advisers
Educational seminars or workshops
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 Stark Financial Strategies
2021 - Present (5 years)
OneWealth Investment Management, LLC
2018 - 2021 (3 years)
One Wealth, LLC
2017 - 2021 (4 years)
Jefferson City Schools
2011 - 2017 (6 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.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
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.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Is not active or affiliated with:
-
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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Lawyer
They provide legal services, typically billed separately.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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