BH
CFP
BH
CFP

Bryan Hopkins

24 Years of Experience
Eagle, ID
2 DisclosuresBroker

Bryan Hopkins is a CFP-designated registered investment advisor at Independent Financial Group, LLC, based in Eagle, ID, with 24 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
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
538 advisors
Number of Clients
44,045 clients
Average Client Portfolio
$257K average
Assets Under Management
$11.3B

Fee Structure

Minimum Investment:$5K
Planning is included in investment management (also available separately)

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.

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Location

500 E Shore Drive, Suite 110, Eagle, ID, 83616

Get directions

History

Regulatory History (2)
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.
Customer Dispute
May 2010
Settled
Regulatory
November 2007
Final
Other Business Activities

Bryan is the 100% owner of Hopkins Wealth Management Group (DBA), Hopkins & Company CPA, and LGR of Arizona and 99% owner of LGR of Idaho, all since 2003-2017. He also owns 17% of LBJ and spends about 10% of his time doing tax preparation for H&R Block and minimal time as President Elect of Eagle Kiwanis Club.

Employment History
Current Registrations
Independent Financial Group, LLC
November 2010 - Present · 15 yrs 6 mos
Independent Financial Group, LLCBroker
September 2010 - Present · 15 yrs 8 mos
Previous Registrations
Royal Alliance Associates, INC.
November 2005 - September 2010 · 4 yrs 10 mos
Royal Alliance Associates, INC.Broker
January 2002 - September 2010 · 8 yrs 8 mos
State Registrations10 states
AZCAIDLAMAMIMTNVTNTX
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.
Bryan Hopkins - Financial Advisor | TrueAdvisor