PlannerFees

Ifg Advisory, LLC fees and pricing

Financial planner in Atlanta, Georgia. Registered with the SEC.

According to its Form ADV Part 2A brochure dated March 18, 2026, Ifg Advisory, LLC charges $175⁠-⁠$350 an hour and a flat or project fee of $1,500⁠-⁠$10,000 for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 18, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate
$175⁠-⁠$350/hr
“Our hourly fees range from $175 to $350 for Retirement Account Advisory Services.”
Flat or project fee
$1,500⁠-⁠$10,000
“Flat fees generally range from $1,500 to $10,000.”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Ifg Advisory, LLC bills

Payment and refund terms, quoted from the fee section of the brochure.

  • “With the exception of accounts held with SEI, Lincoln Financial Group and Pontera, advisory fees are billed on a pro-rata basis for cash withdrawals/deposits or terminated accounts during the prior quarter.”
  • “With the exception of Lincoln Financial Group, Nationwide, and SEI accounts which bill in arrears, all fees are billed in advance at the beginning of each quarter based on the value of the account on the last day of the previous quarter.”
  • “Both American Funds and Nationwide calculate the annualized advisory fee based on average daily balance and bill quarterly in arrears.”

How Ifg Advisory, LLC’s fees compare

  • Its hourly rate of $175-$350 spans the Georgia median of $250. 53% of the 169 other Georgia planners that publish an hourly rate charge less.
  • 18 of the 47 other planners in Atlanta that publish an hourly rate charge less.
  • Its flat or project fee of $1,500-$10,000 spans the Georgia median of $5,000. 60% of the 152 other Georgia planners that publish a flat or project fee charge less.
  • 22 of the 47 other planners in Atlanta that publish a flat or project fee charge less.

About Ifg Advisory, LLC

“Advisory, LLC (“IFGA” or “Firm”) is dedicated to providing individuals and other types of clients with a wide array of investment advisory services including portfolio management, financial planning, and retirement plan advice.”
From the firm's description of its advisory business in its Form ADV brochure.
  • Firm size: 187 employees.
  • Registered as an adviser: 2014 (12 years).

Planning areas mentioned in the brochure

  • Retirement planning
  • Estate planning
  • College planning
  • Insurance analysis
  • Charitable giving

Firm details from Form ADV

How the firm is paid
Hourly fees, fixed or flat fees, percentage of assets under management
Charges a % of assets
Yes
Highest asset based fee in brochure
2.5% a year
Clients
9,038
Employees
187
Works with
Individuals, high net worth individuals, pension and profit sharing plans, charities, and businesses
Services reported to regulators
Financial planning, portfolio management for individuals and small businesses, pension consulting, selecting other advisers, newsletters and publications, and educational seminars and workshops
Assets managed
$4,759,187,483
Registered with
U.S. Securities and Exchange Commission
Disciplinary disclosures
None reported
SEC CRD number
168012
Website
facebook.com/mfgplanning (opens in new tab)
Phone
(770) 353-6400

Can advise clients in 42 states: Alaska, Alabama, Arkansas, Arizona, California, Connecticut, District of Columbia, Florida, Georgia, Iowa, Idaho, Illinois, Indiana, Kansas, Kentucky, Louisiana, Massachusetts, Maryland, Maine, Michigan, Minnesota, Missouri, Mississippi, Montana, North Carolina, Nebraska, New Hampshire, New Jersey, New Mexico, Nevada, New York, Ohio, Oklahoma, Oregon, Pennsylvania, South Carolina, Tennessee, Texas, Utah, Virginia, Washington, Wisconsin

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