Ingram Advisory Services, LLC logo

Ingram Advisory Services, LLC

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Client assets under management

$109,309,178

Clients

380

6% high-net worth

Advisors

2

of 2 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

190

Very High

Average account size

$287,656

About

Ingram Advisory Services, LLC provides financial planning, portfolio management, and pension consulting to individuals (including high‑net‑worth clients), retirement plans, trusts, estates, and business entities. Services described in the brochure include written financial plans, discretionary and non‑discretionary portfolio management, and employer retirement plan consulting and participant education.

The firm tailors investment strategies to clients’ objectives and risk tolerances, using model portfolios, mutual funds and ETFs, and ongoing monitoring and rebalancing; it also provides rollover advice to retirement‑account holders under fiduciary standards. Pension consulting engagements cover marketplace searches, service‑provider analysis, investment policy development, and periodic performance monitoring for plan sponsors.

Notable features relative to peers include a high client load per advisor—approximately 380 clients served by two advisors—resulting in a higher client‑to‑advisor ratio than most supported firms. Advisors are registered representatives of Centaurus Financial and the firm is affiliated with Ingram Financial Group, a licensed insurance agency, so advisory personnel may also recommend or sell brokerage and insurance products (including variable annuities) and the firm offers an optional electronic document storage service; the brochure also discloses a 2022 FINRA settlement involving a principal related to supervisory responsibilities.

Client services

Financial planning Portfolio management Pension consulting Advisory consulting

Expertise

Retirement plans for business owners (SEP, solo 401k) Active portfolio management Options & derivatives strategies Real estate investing

Fee options

Fixed

Maximum fixed fee of $5,000 for broad-based financial plans; pension consulting fixed fees negotiable.

Percentage

$0.01 - $499,999.99: 2.00% annually $500,000.00 - $999,999.99: 1.75% annually $1,000,000+: 1.5% annually

Commissions

Commissions earned by registered representatives and insurance agents affiliated with the firm for securities and insurance sales; separate from advisory fees.

Project-based

Up to $300 per hour for single subject financial planning and advisory consulting services; pension consulting fees range from $90 to $250 per hour.

Subscriptions

Electronic document storage services with annual fees ranging from $250 to $1,250 or more, depending on assets under management or income.

Other

Fee-only: Financial planning fixed fees up to $5,000; hourly fees up to $300/hour for consulting and pension consulting fees ranging from $90 to $250/hour; pension consulting fixed fees negotiable case-by-case.

Main office location

Ingram Advisory Services, LLC

799 Overlook Drive

Winter Haven FL 33884, United States

Number of offices

1

Most active in

Florida · Georgia · Texas

Disclosures

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

Business activities & affiliations

Advisors at this firm

user avatar

Donna S

Series 63, Series 65

Winter Haven, FL

Ingram Advisory Services, LLC

Donna Seymour is a financial advisor at Ingram Advisory Services, LLC with 36 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including Centaurus Financial Inc. and Ingram Financial Group, Inc. She is involved in managing client investments and also has experience with fixed annuities to diversify client assets. Ingram Advisory Services provides financial planning, portfolio management, pension consulting, and retirement-plan advisory services to individuals, employee benefit plans, trusts, estates, charitable organizations, and businesses. The firm serves over 580 clients with approximately $101.7 million in assets under management, focusing on tailored advice through model portfolios, fundamental and technical analysis, and primarily recommending mutual funds and ETFs with an emphasis on long-term holdings and periodic rebalancing.

Retirement plans for business owners (SEP, solo 401k) Active portfolio management Options & derivatives strategies Real estate investing
user avatar

Michael S

Series 63, Series 65

Winter Haven, FL

Ingram Advisory Services, LLC

Michael Seymour is a financial advisor with Ingram Advisory Services, LLC, holding Series 63 and Series 65 credentials and over 37 years of industry experience. His prior roles include positions at Centaurus Financial Inc. and Polk State College. Outside of his advisory work, he owns Retirement Consultants Inc., a non-investment-related business. Ingram Advisory Services provides financial planning, discretionary and non-discretionary portfolio management, pension consulting, and retirement-plan advisory services to individuals, employee benefit plans, trusts, estates, charitable organizations, and businesses. The firm manages approximately $101.7 million in assets and serves over 580 clients, using model portfolios and primarily recommending mutual funds and ETFs with an emphasis on long-term holdings and periodic rebalancing.

Retirement plans for business owners (SEP, solo 401k) Active portfolio management Options & derivatives strategies Real estate investing
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