Jodi Padgett
Jodi Padgett is a CFP-designated registered investment advisor at Independent Financial Group, LLC, based in Prescott, AZ, with 30 years of industry experience. Their practice areas include Investment Management, Retirement Planning. Their firm serves 44,045 clients with $11B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
IFG offers investment management through various programs, including AccessPoint, Custom Asset Management, and Third Party Asset Managers. Fees are based on a percentage of the value of your account and are negotiable. Transaction charges may also apply. The maximum advisory fee is 3.00% per year. IFG and its IARs may receive additional compensation from product sponsors, which creates a conflict of interest.
Location
1555 Plaza West, Prescott, AZ, 86303
Get directionsHistory
Regulatory History (2)
Regulatory
November 2018Customer Dispute
March 2016Other Business ActivitiesSells Insurance
Jodi is the 100% owner of Taylor & Padgett Financial Group and Cambium Wealth and Legacy Strategies, both DBAs used for marketing purposes. She is also an insurance agent offering various types of insurance products, and has ownership stakes in Padgett & Perea LLC, 1555 Plaza West LLC, rental property, and Painted Lady Vineyard LLC.
Employment History
Current Registrations
Independent Financial Group, LLC
Independent Financial Group, LLCBroker
Previous Registrations
Taylor & Padgett Financial Group LLC
Taylor & Padgett Financial Group LLC
Taylor & Padgett Financial Group LLC
Taylor & Padgett Financial Group LLC
Taylor & Padgett Financial Group LLC
Taylor & Padgett Financial Group LLC
Taylor & Padgett Financial Group LLC
Royal Alliance Associates, INC.
Royal Alliance Associates, INC.Broker
State Registrations36 states
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.