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Updated September 28, 2026. Quick answer: IFG Advisory’s brochure states it has no firm-level minimum account balance to become a client, though some accounts require a minimum to open depending on the custodial platform used, and the firm charges no minimum fee for a written financial plan.
The minimum, in the firm’s own words
“There is no minimum account balance to be a client, but some accounts require minimums to open, depending on the platform. The Client will be made aware of these minimums before opening an account. In addition, we have no minimum fee for written financial plans.”
Minimum investment and what it would cost
| Program | Minimum investment | Annual fee at that minimum | Waivable? |
|---|---|---|---|
| IFG Advisory comprehensive portfolio management | No firm minimum (platform-dependent minimums may apply) | Varies with account size | N/A, no firm-level minimum to waive |
| Source: Form ADV Part 2A, Firm Brochure, March 18, 2026 | |||
IFG Advisory’s own fee schedule at other balances
| Account balance | Annual fee |
|---|---|
| $250,000 | $4,375 |
| $500,000 | $8,250 |
| $1,000,000 | $14,000 |
| $2,000,000 | $23,000 |
What a larger account would cost
The minimum is only the entry point. On a $500,000 account, IFG Advisory’s own published fee schedule runs $8,250 a year; see the full dollar breakdown from IFG Advisory’s own fee disclosure across several account sizes.
Comparing minimums across firms? See what it takes to open an account with Kingswood Wealth Advisors.
Already a client and thinking about the minimum a different way, like whether you could get a better deal elsewhere? Read the general mechanics of switching financial advisors, or use a dated termination letter once you decide.
Compare your next step
Just comparing fees? Keep reading the fee guide.Optional next step
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Source: WiserAdvisor’s service descriptionSources
- Form ADV Part 2A, Firm Brochure (March 18, 2026): https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1021389
- SEC Investment Adviser Public Disclosure, IFG Advisory, LLC (CRD #168012): https://adviserinfo.sec.gov/firm/summary/168012
- IFG Advisory, LLC, SEC Form ADV filing: https://reports.adviserinfo.sec.gov/reports/ADV/168012/PDF/168012.pdf
Methodology. This page was built September 28, 2026, quoting directly from IFG Advisory’s own current Form ADV Part 2A / wrap-fee brochure, with the source linked above. The annual-fee-at-the-minimum figure applies that same brochure’s own published fee schedule to the disclosed minimum dollar amount; any distinction we could not independently confirm this session is named as an honest gap rather than presented as verified. Nothing here is personalized financial, tax, legal, or investment advice, and it is not a substitute for reading the firm’s own Form ADV Part 2A. See our Editorial Policy, Corrections, Affiliate Disclosure, and Disclaimer.