Investor Advisory Group fees and pricing

Financial planner in Charlotte, North Carolina. Registered with the SEC.

According to its Form ADV Part 2A brochure dated March 4, 2026, Investor Advisory Group charges $50⁠-⁠$150 an hour for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 4, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate: $50⁠-⁠$150/hr; “Hourly fees range from $50 to $150 per hour, depending on the scope of the project.”

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

“Portfolio management fees are generally payable quarterly, in advance.”
“If management begins after the start of a quarter, fees are prorated accordingly.”

Its hourly rate of $50-$150 is below the North Carolina median of $300. None of the 177 other North Carolina planners that publish an hourly rate charge less.
None of the 34 other planners in Charlotte that publish an hourly rate charge less.

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: 0.75% a year
Minimum: $250,000 in assets (stated in brochure)
Clients: 183
Employees: 4
Works with: Individuals, high net worth individuals, and pension and profit sharing plans
Services reported to regulators: Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, pension consulting, and other services
Assets managed: $172,053,936
Registered with: U.S. Securities and Exchange Commission
Disciplinary disclosures: None reported
SEC CRD number: 106837
Website: theiag.com (opens in new tab)
Phone: (704) 366-1120

Can advise clients in 4 states: Florida, North Carolina, South Carolina, Texas

Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.