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CFP
VP
CFP

Van Pappas

Ifg Advisory, LLC
25 Years of Experience
Atlanta, GA
1 DisclosureBrokerSells Insurance
View SEC Summary
View SEC Summary

Van Pappas is a CFP-designated registered investment advisor at Ifg Advisory, LLC, based in Atlanta, GA, with 25 years of industry experience. Van is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Charitable Giving, Corporate Executives, Education Planning, and 8 more. Their firm serves 9,202 clients with $4.8B in assets under management.

Ifg Advisory, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
109 advisors
Number of Clients
9,202 clients
Average Client Portfolio
$517K average
Assets Under Management
$4.8B

Fee Structure

Minimum Investment:None
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 - $1.3M1.40%
$1.3M - $2.0M1.25%
$2.0M - $5.0M1.15%
$5M+1.00%

Fees are negotiable and represent maximum percentages for each asset tier. Cash is included in assets under management for billing purposes.

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

Location

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

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Employment Separation After Allegations
September 2015
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Van is involved in several business activities, including serving as a board member for Chamblee Charter High School Blue and Gold Foundation and Elaine Clark Center, and owning real estate. Van is also an agent for oXYGen Financial Insurance Co, an Investment Advisor Representative for Kestra Advisory Services, LLC, and is involved with Oxygen Financial, where he provides financial planning, securities, and insurance sales.

Employment History
Current Registrations
Ifg Advisory, LLC
April 2026 - Present · 6 mos
LPL Financial LLCBroker
April 2026 - Present · 6 mos
Previous Registrations
Kestra Advisory Services, LLC
April 2016 - April 2026 · 10 yrs
NFP Advisor Services, LLC
September 2015 - September 2016 · 1 yr
Kestra Investment Services, LLCBroker
September 2015 - April 2026 · 10 yrs 7 mos
Investacorp Advisory Services INC
July 2012 - September 2015 · 3 yrs 2 mos
Investacorp, INC.Broker
July 2012 - September 2015 · 3 yrs 2 mos
Resource Horizons Investment Advisory, INC.
January 2012 - July 2012 · 6 mos
Resource Horizons Group LLCBroker
September 2008 - July 2012 · 3 yrs 10 mos
Woodstock Financial Group, INC.Broker
February 2008 - September 2008 · 7 mos
Jefferson Pilot Securities CorporationBroker
March 2001 - March 2008 · 7 yrs
State Registrations9 states
CACOFLGANCOHSCTNVA
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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