WM
CFA · CFP
WM
CFA · CFP

Weston Manley

11 Years of Experience
St. Louis, MO
Sells Insurance

Weston Manley is a CFA, CFP-designated registered investment advisor at Ifg Advisors, LLC, based in St. Louis, MO, with 11 years of industry experience. Weston operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 510 clients with $820M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
7 advisors
Number of Clients
510 clients
Average Client Portfolio
$1.6M average
Assets Under Management
$818.0M

Fee Structure

Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M1.50%
$1.0M - $3.0M0.75%
$3M+0.50%
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

10560 Old Olive Street Road, Suite 250, St. Louis, MO, 63141

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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

Weston is an independent insurance agent and an independent contractor serving as Interim CFO for Neocova, a software business. The CFO role takes less than a quarter of Weston's time.

Employment History
Current Registrations
Ifg Advisors, LLC
January 2018 - Present · 8 yrs 4 mos
Previous Registrations
LPL Financial LLCBroker
September 2016 - December 2017 · 1 yr 3 mos
Rfg Advisory Group, LLC
May 2016 - January 2018 · 1 yr 8 mos
Buckingham Asset Management, LLC
March 2015 - April 2016 · 1 yr 1 mo
State Registrations2 states
MOTX
Advisor

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.
Weston Manley - Financial Advisor | TrueAdvisor