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CFP

Bryan Hopkins

Independent Financial Group, LLC
24 Years of Experience
Eagle, ID
2 DisclosuresBroker
View SEC Summary
View SEC Summary

Bryan Hopkins is a CFP-designated registered investment advisor at Independent Financial Group, LLC, based in Eagle, ID, with 24 years of industry experience. Bryan is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Annuities, Business Owners, Charitable Giving, and 9 more. Their firm serves 26,635 clients with $13B in assets under management.

Independent Financial Group, LLC
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
541 advisors
Number of Clients
26,635 clients
Average Client Portfolio
$485K average
Assets Under Management
$12.9B

Fee Structure

Minimum Investment:$25K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Up to $250K2.00%
$250K - $500K2.00%
$500K - $1.0M2.00%
$1.0M - $2.0M2.00%
$2.0M - $5.0M2.00%
$5M+2.00%

Maximum advisor fee is shown; program fees (0.04% to 0.16%) and transaction charges may apply depending on the selected program. Fees are negotiable.

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

Location

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

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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
View Full SEC ReportHow to Read Disclosures
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 11 mos
Independent Financial Group, LLCBroker
September 2010 - Present · 16 yrs 1 mo
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 Registrations11 states
AZCAIDLAMAMIMTNVTNTXWA
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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