Independent Financial Group, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$11,322,059,063
Total clients
43,208
3% high-net worth
Total advisors
484
of 622 employees
Firm size
Enterprise
51-2,000 advisors or $10B+ in AUM
Average clients per advisor
89
Average account size
$262,036
Client services
Fee options
Flat fees charged for financial planning services, negotiated per client agreement.
$0 - $250,000: 3.00% plus 0.16% program fee $250,000 - $500,000: 3.00% plus 0.12% program fee $500,000 - $1,000,000: 3.00% plus 0.10% program fee $1,000,000 - $2,000,000: 3.00% plus 0.06% program fee $2,000,000 - $5,000,000: 3.00% plus 0.05% program fee $5,000,000+: 3.00% plus 0.04% program fee
Commissions earned on brokerage products sold by dually licensed IARs.
Hourly financial consulting fees generally range from $100 to $300 per hour.
Subscription-based fees for financial planning charged monthly or quarterly as per agreement.
Account minimum: $2,000 Fee-only: Hourly fees $100 - $300 per hour; Fixed fees negotiable; Subscription fees monthly or quarterly as agreed.
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Main office location
Independent Financial Group, LLC
12671 High Bluff Dr, Suite 200
San Diego CA 92130, United States
Number of offices
386
Advisors at this firm
Chrissy N
Series 66
Fort Smith, AR
Independent Financial Group, LLC
Futoshi H
Series 66
Torrance, CA
Independent Financial Group, LLC
John C
Series 63, Series 65
Newport Beach, CA
Independent Financial Group, LLC
Jennifer M
Series 63, Series 66
Arcadia, CA
Independent Financial Group, LLC
Kimberly A
Series 66
Diamond Bar, CA
Independent Financial Group, LLC
Joseph D
Series 63, Series 66
Trenton, MI
Independent Financial Group, LLC
Jeffrey N
Series 66
Fullerton, CA
Independent Financial Group, LLC
Randy G
Series 63, Series 65
San Diego, CA
Independent Financial Group, LLC
Linda M
Series 63, Series 65
Prescott, AZ
Independent Financial Group, LLC
Michael B
Series 63, Series 65
Chichester, NH
Independent Financial Group, LLC
Matthew M
Series 66
Elm Grove, WI
Independent Financial Group, LLC
Karl C
CFP®, Series 63
Coppell, TX
Independent Financial Group, LLC
Brandi R
Series 63, Series 65
Schaumburg, IL
Independent Financial Group, LLC
Kurt R
CFP®, ChFC®, Series 65, Series 66
Sun Lakes, AZ
Independent Financial Group, LLC
Michael H
CFP®, Series 63, Series 65
San Diego, CA
Independent Financial Group, LLC
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