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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 07-01-2014
- Office Locations
- 2
Office Locations
About IFG Advisors, LLC
IFG Advisors is an independent wealth management and financial planning firm delivering holistic advice across cash-flow, investment management, tax and insurance planning, estate planning, education planning, and charitable giving. The team includes CFP, CFA/CPA, and JD/LL.M. professionals and commonly implements portfolios with ETFs and mutual funds. Client planning/reporting is supported via eMoney and Black Diamond, with custody through Schwab.
Team overview
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Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
WARNER EDWARD ISAACS
Advisor, Owner, President
- CRD
- #2201946
- Ownership
- 75% or more
JUDITH A ISAACS
Advisor, Chief Compliance Officer
- CRD
- --
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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Matthew James Buckman
--
- CRD
- #7993167
JAY LOGAN FULLER
Financial Advisor
- CRD
- #4741837
Showing 2 of 8 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,030,000,000 | $381,481 |
| Non-Discretionary | $0 | -- |
| Total | $1,030,000,000 | $381,481 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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