The Ivy League Advisory Group, LLC

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Client assets under management

$34,549,000

Clients

194

3% high-net-worth

Advisors

of 2 employees

Firm type

Supported

1-4 advisors or >$200M in AUM

Clients per advisor

High

Average account size

$178,088

About

The Ivy League Advisory Group serves individual and high-net-worth clients as well as retirement plans, providing ongoing investment advisory and financial planning services. Its offerings include non-discretionary portfolio management, limited-scope ERISA 3(21) plan advice, 529 college-savings program support, and referral placement with third‑party money managers.

The firm generally operates on a non-discretionary basis, obtaining client approval before executing transactions and using platforms such as Orion Portfolio Solutions and institutional strategists for model portfolios. It also provides packaged planning services (including a concierge planning option and retirement income planning) and holds educational seminars and workshops for clients and the public.

Distinctive features include that reported assets are managed almost entirely on a non‑discretionary basis, the principal maintains a separate insurance practice (spending more than half of his time and receiving commissions), and the firm receives ongoing referral fees when placing clients with third‑party managers — relationships and compensation arrangements the brochure discloses as potential conflicts. The combination of ERISA 3(21) consulting, free public seminars, and a mix of platform-based strategist models with third‑party referrals is less common among similarly sized advisory firms.

Client services

Financial planning Portfolio management Selection of other advisers Educational seminars or workshops

Expertise

Retirement income strategy Social Security optimization General estate planning guidance College savings (529s, UTMA, etc.) Options & derivatives strategies

Fee options

Fixed

Financial planning consulting flat fee $7,200 annually, billed monthly at $600

Percentage

$0+: up to 1.5% $0+: up to 2.0% for Vermont clients

Project-based

$300 per hour for additional financial planning consulting time

Other

Fee-only: Annual fees up to 1.5% for asset management, financial planning fee $7,200 annually, hourly consulting $300 per hour

Main office location

The Ivy League Advisory Group, LLC

530 E Hunt Hwy, Suite 103 #480

San Tan Valley AZ 85142, United States

Number of offices

Most active in

Arizona · New Hampshire · Vermont

Disclosures

Business activities & affiliations

Is active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

Is not active or affiliated with:

Broker-dealer / trader

They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.

Bank

They're affiliated with a bank that may offer its own financial products and services.

Trust company

They provide trust and estate administration services, typically for separate fees.

Fund sponsor

They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

Lawyer

They provide legal services, typically billed separately.

Real estate agent

They facilitate real estate transactions and may earn commissions.

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate fees.

Forms ADV

Form ADV Part 2: Client Brochure

Quick links

LinkedIn Facebook Website 603-899-7572

Advisors at this firm

Brandon A

Series 63, Series 65

Tilton, NH

The Ivy League Advisory Group, LLC

Brandon Archibald is a financial advisor at The Ivy League Advisory Group, LLC with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has been with the firm since its founding in 2014. In addition to his advisory role, he maintains a separate insurance sales practice. The Ivy League Advisory Group serves individual and high-net-worth clients as well as retirement plans, providing non-discretionary portfolio management, limited-scope ERISA 3(21) plan advice, and 529 college-savings program support. The firm combines platform-based strategist models, third-party money manager referrals, and educational seminars to offer a range of investment advisory and financial planning services.

Retirement income strategy Social Security optimization General estate planning guidance College savings (529s, UTMA, etc.) Options & derivatives strategies

Peter L

Series 65

Tilton, NH

The Ivy League Advisory Group, LLC

Peter Laufenberg is a financial advisor with The Ivy League Advisory Group, LLC, holding a Series 65 credential and nine years of industry experience. He has been with the firm since 2016 and previously worked at Plymouth State University for eight years. The Ivy League Advisory Group serves individual and high-net-worth clients as well as retirement plans, offering non-discretionary portfolio management, limited-scope ERISA 3(21) plan advice, 529 college-savings program support, and referrals to third-party money managers. The firm provides packaged planning services and educational seminars, operating primarily on a non-discretionary basis with client approval required for transactions.

Retirement income strategy Social Security optimization General estate planning guidance College savings (529s, UTMA, etc.) Options & derivatives strategies

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