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Thomas Stark

29 Years of Experience
Jekyll Island, GA
Sells Insurance

Thomas Stark is a registered investment advisor at Ifg Advisory, LLC, based in Jekyll Island, GA, with 29 years of industry experience. Thomas 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

Jekyll Island, GA

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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

Thomas sells life, accident, and sickness insurance, earning commissions on term-life insurance policies and fixed annuities, dedicating a few hours per week. He also operates under the names Stark Financial Strategies and Golden Isles Financial Advisors, spending nearly full-time on these investment-related activities.

Employment History
Current Registrations
Ifg Advisory, LLC
October 2021 - Present · 4 yrs 7 mos
Previous Registrations
Onewealth Investment Management, LLC
May 2017 - April 2022 · 4 yrs 11 mos
Cetera Advisors LLCBroker
January 2004 - May 2017 · 13 yrs 4 mos
Cetera Advisors LLC
January 2004 - May 2017 · 13 yrs 4 mos
Ifg Advisory Services INC
April 2003 - January 2004 · 9 mos
Ifg Network Securities, INC.Broker
May 1999 - January 2004 · 4 yrs 8 mos
Intervest International Equities CorporationBroker
September 1998 - May 1999 · 8 mos
Fortis Investors, INC.Broker
December 1996 - October 1998 · 1 yr 10 mos
State Registrations2 states
GALA
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.
Thomas Stark - Financial Advisor | TrueAdvisor