Gary Bilyeu
Gary Bilyeu is a registered investment advisor at Independent Wealth Network, INC., based in Sanger, TX, with 11 years of industry experience. Gary operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Insurance Planning, Investment Management, and 2 more. Their firm serves 1,460 clients with $520M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
Management fees are negotiated directly with your investment advisor representative, ranging from a minimum firm program fee of 0.10% up to a maximum of 2.50% per year based on the average daily value of eligible assets.
Fee Estimator
Location
KFA Financial, 400 Bolivar St, PO Box 550, Sanger, TX, 76266
Get directionsHistory
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
Gary is a city councilman, a 100% owner and insurance agent selling fixed insurance through KFA, and involved with multiple non-profit organizations. He spends minimal time on insurance sales and a few hours per week on his non-profit activities, and about 10-20% of his time on city council duties.
Employment History
Current Registrations
Independent Wealth Network, INC.
Previous Registrations
Investment Advisors CORP
Broker Dealer Financial Services CORP.Broker
State Registrations4 states
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
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