Irby Thompson is a CFP-designated registered investment advisor at Waverly Advisors, LLC, based in Montgomery, AL, with 27 years of industry experience. Irby operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 2 more. Their firm serves 12,463 clients with $28B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Waverly Advisors charges an advisory fee for managing your investments, calculated as a percentage of the total value of your portfolio. The specific percentage ranges from 0.25% to 1.5% per year, depending on the amount you invest. Some clients pay a flat percentage, while others pay a declining percentage as the portfolio size increases. There may be a minimum annual fee. Some investment strategies, like individual stock strategies, may have an additional 0.25% annual fee.
Location
One Commerce, 1 Commerce St.,, Suite 630, Montgomery, AL, 36104
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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Irby is the trustee/successor trustee of a trust, appointed by his father-in-law's will. He spends minimal time on this investment-related activity, establishing an account and making monthly payments to the beneficiary.
Employment History
Current Registrations
Waverly Advisors, LLC
Previous Registrations
Raymond James & Associates, INC.
Raymond James & Associates, INC.Broker
Rfg Advisory, LLC
Warren Averett Asset Management, LLC
Wilson Price Wealth Management, LLC
Welch Hornsby & Welch, INC
Guardian Investor Services CorporationBroker
Pw Securities, INC.Broker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.