BB
CFP · ChFC
BB
CFP · ChFC

Brett Bringuel

29 Years of Experience
BrokerSells Insurance

Brett Bringuel is a CFP, ChFC-designated registered investment advisor at Ifg Advisory, LLC, based in Atlanta, GA, with 29 years of industry experience. Brett operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Investment Management, and 2 more. Their firm serves 8,640 clients with $4B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
101 advisors
Number of Clients
8,640 clients
Average Client Portfolio
$460K average
Assets Under Management
$4.0B

Fee Structure

Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $250K2.00%
$250K - $500K1.75%
$500K - $750K1.65%
$750K - $1.2M1.40%
$1.3M - $2.0M1.25%
$2.0M - $5.0M1.15%
$5M+1.00%

Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

200 Ashford Center North, Suite 400, Atlanta, GA, 30338

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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 ActivitiesSells Insurance

Brett provides investment advisory services through IFG Advisory, LLC, dedicating nearly full-time hours to this. He also has non-variable insurance activities through The Pinnacle Group and Crump, and a business entity for tax/investment purposes only.

Employment History
Current Registrations
Ifg Advisory, LLC
May 2020 - Present · 5 yrs 11 mos
LPL Financial LLCBroker
May 2020 - Present · 5 yrs 11 mos
Previous Registrations
Wells Fargo Clearing Services, LLC
March 2006 - May 2020 · 14 yrs 2 mos
Wells Fargo Clearing Services, LLCBroker
February 2006 - May 2020 · 14 yrs 3 mos
Morgan Stanley
February 2003 - February 2006 · 3 yrs
Morgan Stanley Dw INC.Broker
August 1998 - February 2006 · 7 yrs 6 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
May 1996 - August 1998 · 2 yrs 3 mos
State Registrations9 states
ALCACOFLGAMONCSCTN
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.
Brett Bringuel - Financial Advisor | TrueAdvisor