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Freeman Irby

Advice and Planning Services
31 Years of Experience
Frisco, TX
1 DisclosureBroker
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Freeman Irby is a registered investment advisor at Advice and Planning Services, based in Frisco, TX, with 31 years of industry experience. Freeman is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Estate Planning, Investment Management, Retirement Planning. Their firm serves 72,503 clients with $38B in assets under management.

Advice and Planning Services
Compensation
Fee-Only (% of Portfolio)
Firm Size
1692 advisors
Number of Clients
72,503 clients
Average Client Portfolio
$523K average
Assets Under Management
$37.9B

Fee Structure

Minimum Investment:$5K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.15%

Rates vary by managed account program. TIAA Portfolio Advisor uses a tiered schedule ranging from 1.15% down to 0.40% annually. Private Asset Management ranges from 0.90% down to 0.40% for blended portfolios plus transaction costs, and 0.15% for fixed income portfolios plus transaction costs.

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

Location

3965 Dallas Parkway, Frisco Regional, Frisco, TX, 75034

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History

Regulatory History (1)
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Regulatory
November 1997
Final
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
Tiaa-Cref Individual & Institutional Services, LLC
April 2024 - Present · 2 yrs 6 mos
Tiaa-Cref Individual & Institutional Services, LLCBroker
April 2024 - Present · 2 yrs 6 mos
Advice and Planning Services
April 2024 - Present · 2 yrs 6 mos
Previous Registrations
Securities America, INC.Broker
November 2015 - March 2024 · 8 yrs 4 mos
Securities America Advisors, INC.
November 2015 - March 2024 · 8 yrs 4 mos
MML Investors Services, LLC
February 2015 - November 2015 · 9 mos
MML Investors Services, LLCBroker
January 2015 - November 2015 · 10 mos
Curian Capital, LLC
May 2012 - October 2014 · 2 yrs 5 mos
Curian Clearing, LLCBroker
January 2010 - October 2014 · 4 yrs 9 mos
Jackson National Life Distributors LLCBroker
January 2009 - December 2009 · 11 mos
Icon Distributors, INC.Broker
July 2002 - January 2009 · 6 yrs 6 mos
Sei Investments Distribution CO.Broker
March 1999 - January 2002 · 2 yrs 10 mos
First Southwest CompanyBroker
September 1997 - January 1998 · 4 mos
Stephens INC.Broker
July 1992 - July 1996 · 4 yrs
State Registrations25 states
ARCACOCTFLGAIAIDILKSLAMAMDMEMNMONENMOKORSDTNTXVAWI
AdvisorBrokerBoth

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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Freeman Irby - Financial Advisor | TrueAdvisor