IFG Advisory, LLC

IFG Advisory, LLC (IFGA) provides advisory services to a broad client mix including individuals, high‑net‑worth clients, trusts, charitable and corporate entities, and retirement plans. The firm offers comprehensive portfolio management (discretionary and non‑discretionary), standalone financial planning, and retirement plan consulting, including limited‑scope ERISA 3(21) and full 3(38) investment manager services.

IFGA’s investment process combines fundamental, technical and cyclical analysis and may implement strategies via in‑house management, sub‑advisors, third‑party managers, or model portfolios; it also manages held‑away assets such as 401(k)s, 529 plans and HSAs to align those assets with clients’ overall objectives. Clients’ goals and restrictions are documented and reviewed periodically, and the firm discloses use of third‑party models (including an arrangement with Invesco) and its monitoring practices.

The firm’s brochure highlights features that differentiate it from many peers: several of IFGA’s associated persons are dually registered as registered representatives of LPL Financial, and the firm discloses related compensation, transition assistance and oversight‑fee arrangements tied to that relationship. IFGA also emphasizes real‑estate oriented planning services (real estate analysis and cost‑segregation studies), business valuation work, and revenue arrangements with model providers and custodians, all of which are described in its disclosures as potential conflicts to be managed.