Dustin Blodgett
Dustin Blodgett is a CFP-designated registered investment advisor at Independent Financial Group, LLC, based in Concord, CA, with 12 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
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
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.
Location
1390 Willow Pass Road, Suite 960, Concord, CA, 94520
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Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Dustin is an officer/director at Insight Capital Management, an outside RIA, and spends about 10-20% of his time there. He also provides term life insurance for clients, dedicating minimal time to this activity, and is an officer/director at Blodgett Real Estate Holdings, spending a few hours per week buying real estate to rent out.
Employment History
Current Registrations
Independent Financial Group, LLCBroker
Insight Capital Management
Previous Registrations
Arkadios CapitalBroker
Investment Architects, INC.Broker
Insight Capital Management, LLC
Cetera Advisor Networks LLCBroker
Cetera Advisor Networks LLC
Alt Fund Distributors LLCBroker
Accuvest Global Advisors
State Registrations11 states
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