IFG Advisory, LLC logo

IFG Advisory, LLC

Updated today

Client assets under management

$4,577,902,560

Clients

9,038

39% high-net-worth

Advisors

103

of 187 employees

Firm type

Multi-team

30-300 advisors or >$3B in AUM

Clients per advisor

88

High

Average account size

$506,517

About

IFG Advisory, LLC provides investment advisory and financial planning services to a broad client base that includes individuals (including high‑net‑worth clients), trusts, estates, corporations and retirement plans. The firm offers portfolio management (discretionary and non‑discretionary), standalone financial planning and consulting, retirement plan consulting (including limited 3(21) and full 3(38) services), and a wrap‑fee program.

IFG tailors investment strategies to client objectives and uses sub‑advisors, third‑party model portfolios, and third‑party managers to implement portfolios; it also manages held‑away assets such as 401(k)s, 529 plans and HSAs to align those accounts with overall financial goals. The firm employs a mix of analytical approaches (fundamental, technical, cyclical) and a wide range of instruments—from mutual funds and ETFs to fixed income, options and certain alternative or leveraged products—and performs periodic reviews at least annually.

Compared with many peers, IFG discloses that a number of its investment adviser representatives are dually registered as registered representatives of LPL, enabling the offering of commissionable brokerage products and creating potential conflicts that the brochure describes and mitigates. The firm also highlights real‑estate‑related planning services — including real estate analysis, cost‑segregation studies and business valuation — alongside customary insurance and referral arrangements and the use of third‑party models (including an Invesco compensation arrangement), features that are less common among large enterprise advisers.

Client services

Financial planning Portfolio management Pension consulting Selection of other advisers Newsletters or periodicals Educational seminars or workshops

Expertise

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy

Occupation focus

Founder/Business Owner Executive

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Fee options

Fixed

Flat fees generally range from $1,500 to $10,000 for financial planning; $1,500 to $100,000 for Retirement Plan Advisory Services.

Percentage

$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%

Commissions

Certain associated persons are registered representatives of LPL and may receive commissions on insurance and other products; clients do not pay both commissions and advisory fees on same assets.

Project-based

Hourly fees generally up to $500 for financial planning; $175 to $350 hourly for Retirement Plan Advisory Services.

Other

Fee-only: Hourly fees up to $500; Flat fees from $1,500 to $10,000; Annual percentage of Assets Under Advice also possible for financial planning and consulting services; hourly fees for Retirement Plan Advisory Services range from $175 to $350; flat fees range from $1,500 to $100,000 or up to 1.0% of plan assets.

Main office location

IFG Advisory, LLC

200 Ashford Center North, Suite 400

Atlanta GA 30338, United States

Number of offices

63

Most active in

Alabama · Alaska · Arizona · Arkansas · California · Connecticut · District of Columbia · Florida · Georgia · Idaho · Illinois · Indiana · Iowa · Kansas · Kentucky · Louisiana · Maine · Maryland · Massachusetts · Michigan · Minnesota · Mississippi · Missouri · Montana · Nebraska · Nevada · New Hampshire · New Jersey · New Mexico · New York · North Carolina · Ohio · Oklahoma · Oregon · Pennsylvania · South Carolina · Tennessee · Texas · Utah · Virginia · Washington · Wisconsin

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Quick links

Advisors at this firm

user avatar

Dana B

Series 66

Port St Lucie, FL

IFG Advisory, LLC

Dana Binsbachar is a financial advisor with IFG Advisory, LLC and holds a Series 66 designation. He has 27 years of industry experience, including prior roles at LPL Financial and INVEST Financial Corporation. Outside of his advisory work, he is the owner of SHTF Armory, LLC, a separate business unrelated to investment activities. IFG Advisory, LLC serves a diverse client base including individuals, high-net-worth clients, trusts, charitable and corporate entities, and retirement plans. The firm provides comprehensive portfolio management and financial planning services, utilizing a combination of fundamental, technical, and cyclical analysis, and manages assets through various strategies and third-party models.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
user avatar

Edward W

ChFC®, Series 63, Series 65

Raleigh, NC

IFG Advisory, LLC

Edward Watkins is a financial advisor with IFG Advisory, LLC in Raleigh, NC, holding the ChFC® designation and Series 63 and 65 licenses. He has 42 years of industry experience, including roles at LPL Financial, Securities America Advisors, Woodbury Financial Services, and Minnesota Life. Watkins also operates Edward Watkins & Associates, Inc., an insurance agency. IFG Advisory, LLC provides advisory services to a diverse client base, including individuals, high-net-worth clients, trusts, and retirement plans. The firm employs a comprehensive investment process that incorporates fundamental, technical, and cyclical analysis, utilizing a range of management strategies and third-party models to align client portfolios with their objectives.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
user avatar

Donald P

Series 63, Series 65

Tybee Island, GA

IFG Advisory, LLC

Donald Patrick is a financial advisor at IFG Advisory, LLC with 42 years of industry experience. He holds Series 63 and Series 65 licenses and has been affiliated with IFG Advisory and Integrated Financial Group since 2003, as well as LPL Financial since 2013. Outside of advising, he is the author of the book "Keep Your Nest Egg from Cracking" and is a 50% owner of Flight Unlimited, LLC, which owns his and a partner’s airplane. IFG Advisory, LLC provides advisory services to a diverse client base, including individuals, high-net-worth clients, trusts, and retirement plans. The firm employs a multifaceted investment approach combining fundamental, technical, and cyclical analysis, and offers portfolio management, financial planning, and retirement consulting services.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
user avatar

Howard K

Series 63, Series 65

Atlanta, GA

IFG Advisory, LLC

Howard Katz is a financial advisor with IFG Advisory, LLC in Atlanta, GA, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been with IFG Advisory since 2014 and also maintains an affiliation with LPL Financial. Katz provides continuing education as an instructor for Certified Financial Planners, insurance agents, and CPAs, offering ethics and compliance courses. IFG Advisory serves a diverse client base, including individuals, high-net-worth clients, trusts, charitable and corporate entities, and retirement plans. The firm employs a multifaceted investment approach utilizing fundamental, technical, and cyclical analysis, managing portfolios through various methods including in-house management and third-party managers, and offers specialized services such as real estate planning and business valuation.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
user avatar

Gerald C

CFP®, ChFC®, Series 63, Series 65

Concord, NC

IFG Advisory, LLC

Gerald Craig is a financial advisor with IFG Advisory, LLC, holding CFP® and ChFC® designations and over 30 years of industry experience. He has been with IFG Advisory since 2016 and also maintains a long-term association with LPL Financial and Carolina Planning Consultants, LLP. IFG Advisory serves a diverse client base including individuals, high-net-worth clients, trusts, charitable and corporate entities, and retirement plans. The firm employs a multifaceted investment approach combining fundamental, technical, and cyclical analysis and offers comprehensive portfolio management, financial planning, and retirement plan consulting services.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
user avatar

Ryan H

Series 66

Atlanta, GA

IFG Advisory, LLC

Ryan Hood is a financial advisor with IFG Advisory, LLC, holding a Series 66 credential and 28 years of industry experience. He has worked at IFG Advisory and LPL Financial since 2015. Outside of his advisory role, he is involved in health insurance-related activities. IFG Advisory, LLC serves a diverse client base including individuals, high-net-worth clients, trusts, charitable and corporate entities, and retirement plans. The firm provides comprehensive portfolio management and financial planning services, employing a multi-faceted investment approach that incorporates fundamental, technical, and cyclical analysis while managing held-away assets to align with clients’ objectives.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
user avatar

Andrews B

Series 63, Series 65, Series 66

Charlotte, NC

IFG Advisory, LLC

Andrews Browne is a financial advisor at IFG Advisory, LLC with 11 years of industry experience. He holds the Series 63, Series 65, and Series 66 designations and has worked at IFG Advisory since 2022 and LPL Financial since 2017, with additional experience at Integrated Support Services. IFG Advisory, LLC serves a diverse client base including individuals, high-net-worth clients, trusts, and retirement plans, offering portfolio management, financial planning, and retirement plan consulting. The firm employs a multi-faceted investment approach incorporating fundamental, technical, and cyclical analysis, and provides specialized services such as real estate-oriented planning and business valuation.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
user avatar

Joseph R

Series 63, Series 65

Columbus, MS

IFG Advisory, LLC

Joseph Reed is a financial advisor with IFG Advisory, LLC and holds Series 63 and Series 65 licenses. He has three years of industry experience and has previously worked at firms including LPL Financial and Lincoln Financial Securities. Outside of financial advising, he owns and operates Worn Tools Woodworking LLC, a woodworking business based in Amory, MS. IFG Advisory, LLC serves a diverse client base that includes individuals, high-net-worth clients, trusts, charitable and corporate entities, and retirement plans. The firm provides comprehensive portfolio management, financial planning, and retirement plan consulting, utilizing a combination of fundamental, technical, and cyclical analysis implemented through various management approaches.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
user avatar

Daniel K

Series 63, Series 66

Atlanta, GA

IFG Advisory, LLC

Daniel Keeney is a financial advisor with IFG Advisory, LLC in Atlanta, GA, holding Series 63 and Series 66 licenses and five years of industry experience. His prior roles include positions at Invesco and LPL Financial. He provides administrative support to IFG Advisory, LLC in addition to his advisory responsibilities. IFG Advisory, LLC serves a diverse client base including individuals, high-net-worth clients, trusts, charitable and corporate entities, and retirement plans. The firm offers comprehensive portfolio management and financial planning, using a combination of fundamental, technical, and cyclical analysis, and manages held-away assets to align with clients’ overall objectives.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
user avatar

Jessica F

Series 66

Atlanta, GA

IFG Advisory, LLC

Jessica Farr is a financial advisor at IFG Advisory, LLC with one year of industry experience. She holds a Series 66 designation and previously worked at CitiBank for nine years. Farr also provides administrative support to IFG Advisory, LLC. IFG Advisory, LLC serves a diverse client base including individuals, high-net-worth clients, trusts, and retirement plans. The firm offers comprehensive portfolio management and financial planning services, employing a combination of fundamental, technical, and cyclical analysis in its investment approach.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
user avatar

Jeffrey F

CFP®, Series 63

Port Charlotte, FL

IFG Advisory, LLC

Jeffrey Fero II is a CFP® professional with 10 years of experience at IFG Advisory, LLC and LPL Financial. He began his career after studying at FGCU and operates his advisory business through Fero Financial. IFG Advisory, LLC serves a diverse client base including individuals, high-net-worth clients, trusts, and retirement plans. The firm employs a multi-faceted investment process incorporating fundamental, technical, and cyclical analysis, and offers a range of portfolio management and financial planning services.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
user avatar

Troy D

CFA®, Series 66

Atlanta, GA

IFG Advisory, LLC

Troy Decastro is a CFA® charterholder and holds a Series 66 license with 14 years of industry experience. He is currently with IFG Advisory, LLC, where he has worked since 2019, following a 21-year tenure at Crawford Investment Counsel, Inc. IFG Advisory, LLC provides advisory services to a diverse client base, including individuals, high-net-worth clients, trusts, charitable and corporate entities, and retirement plans. The firm’s investment approach integrates fundamental, technical, and cyclical analysis and employs a range of management strategies, including in-house management and third-party managers.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
user avatar

Melissa E

Series 63, Series 65

Atlanta, GA

IFG Advisory, LLC

Melissa Ekeberg is a financial advisor with IFG Advisory, LLC, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. She has previously worked at Lincoln Financial Advisors Corporation, LPL Financial, Invest Financial Corporation, and United Community Bank. Outside of her advisory role, she is involved with Appalachian Wealth Management. IFG Advisory, LLC serves a diverse client base including individuals, high-net-worth clients, trusts, charitable and corporate entities, and retirement plans. The firm provides comprehensive portfolio management and financial planning services, employing a multi-faceted investment approach that includes fundamental, technical, and cyclical analysis, and utilizes a variety of management strategies and third-party models.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
user avatar

Christopher J

Series 63, Series 65

Atlanta, GA

IFG Advisory, LLC

Christopher Jones is a financial advisor with IFG Advisory, LLC, holding Series 63 and Series 65 credentials and bringing 25 years of industry experience. He has been with IFG Advisory and LPL Financial since 2015. IFG Advisory, LLC provides advisory services to a diverse client base, including individuals, high-net-worth clients, trusts, charitable and corporate entities, and retirement plans. The firm employs a comprehensive investment process combining fundamental, technical, and cyclical analysis, and offers portfolio management, financial planning, and retirement plan consulting services.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
user avatar

Morgan N

CFP®, Series 66

Columbus, MS

IFG Advisory, LLC

Morgan Nickels is a CFP® professional with 21 years of industry experience, currently affiliated with IFG Advisory, LLC. He has previously worked at Householder Group Estate & Retirement Specialists and LPL Financial, LLC. Nickels also operates L.H. Nickels & Associates and is involved in fixed insurance products as an agent. IFG Advisory, LLC serves a broad range of clients including individuals, high-net-worth clients, trusts, charitable and corporate entities, and retirement plans. The firm offers portfolio management, financial planning, and retirement plan consulting, using a combination of fundamental, technical, and cyclical analysis along with a variety of investment management strategies.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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