JF
CFP
JF
CFP

John Franklin

17 Years of Experience
Atlanta, GA
BrokerSells Insurance

John Franklin is a CFP-designated registered investment advisor at Ifg Advisory, LLC, based in Atlanta, GA, with 17 years of industry experience. John 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

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

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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

John operates under the DBA Franklin Watkins Financial Group for his LPL business and also sells non-variable insurance. He is also an IAR with IFG Advisory, LLC, dedicating about half of his time to providing investment advisory services. Finally, he has a loan, dedicating minimal time to it.

Employment History
Current Registrations
Ifg Advisory, LLC
March 2022 - Present · 4 yrs 4 mos
LPL Financial LLCBroker
March 2022 - Present · 4 yrs 4 mos
Previous Registrations
Securities America Advisors, INC.
August 2016 - March 2022 · 5 yrs 7 mos
Securities America, INC.Broker
August 2016 - March 2022 · 5 yrs 7 mos
Woodbury Financial Services, INC.Broker
August 2012 - August 2016 · 4 yrs
Woodbury Financial Services, INC.
August 2012 - August 2016 · 4 yrs
The Strategic Financial Alliance
September 2008 - June 2012 · 3 yrs 9 mos
The Strategic Financial Alliance, INC.Broker
July 2008 - June 2012 · 3 yrs 11 mos
State Registrations21 states
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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.