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IT
CFP
IT
CFP

Irby Thompson

Waverly Advisors, LLC
28 Years of Experience
Montgomery, AL
View SEC Summary
View SEC Summary

Irby Thompson is a CFP-designated registered investment advisor at Waverly Advisors, LLC, based in Montgomery, AL, with 28 years of industry experience. Irby operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Business Owners, Charitable Giving, Corporate Executives, and 13 more. Their firm serves 13,689 clients with $30B in assets under management.

Waverly Advisors, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
227 advisors
Number of Clients
13,689 clients
Average Client Portfolio
$2.2M average
Assets Under Management
$29.9B

Fee Structure

Minimum Investment:None
Planning is included in investment management
Minimum Annual Fee:$5,000
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.50%

Fees range from 0.25% to 1.50% annually, applied as a flat or declining marginal rate. Certain equity and options strategies carry an additional 0.25% annual fee. Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

One Commerce, 1 Commerce St.,, Suite 630, Montgomery, AL, 36104

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History

Regulatory History
Clean regulatory record

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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Other Business Activities

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
June 2023 - Present · 3 yrs 4 mos
Previous Registrations
Raymond James & Associates, INC.
February 2021 - June 2023 · 2 yrs 4 mos
Raymond James & Associates, INC.Broker
October 2020 - June 2023 · 2 yrs 8 mos
Rfg Advisory, LLC
January 2020 - July 2020 · 6 mos
Warren Averett Asset Management, LLC
April 2012 - January 2020 · 7 yrs 9 mos
Wilson Price Wealth Management, LLC
May 2006 - April 2012 · 5 yrs 11 mos
Welch Hornsby & Welch, INC
March 2000 - May 2006 · 6 yrs 2 mos
Guardian Investor Services CorporationBroker
October 1987 - February 1988 · 4 mos
Pw Securities, INC.Broker
March 1984 - December 1985 · 1 yr 9 mos
State Registrations1 state
AL
Advisor

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.

Exams
No exam information available for this advisor.
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