Todd Pfleger is a PFS-designated registered investment advisor at Advisory Services Network, based in Atlanta, GA, with 25 years of industry experience. Todd 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, Insurance Planning, and 2 more. Their firm serves 11,852 clients with $8.6B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 2.25% |
| $500K - $2.0M | 1.75% |
| $2.0M - $5.0M | 1.50% |
| $5M+ | 1.25% |
All fees are negotiable.
Fee Estimator
Location
900 Ashwood Parkway, Suite 500, Atlanta, GA, 30338
Get directionsHistory
Regulatory History (1)
Regulatory
October 2001Other Business Activities
Todd provides tax preparation services as a CPA since 2022, spending minimal time on this activity. This is considered an investment-related activity.
Employment History
Current Registrations
Advisory Services Network
Previous Registrations
Todd Pfleger Financial Services
State Registrations1 state
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.