IFG ADVISORY, LLC
SEC RegisteredA ship in a harbor is safe, but that is not what ships are built for.
About the firm
At Carolina Planning Consultants, we help you navigate choices, challenges, and decisions, moving together toward your most important objectives and ideals. Our team of degreed and credentialed professionals simplifies complex financial ideas and creates an optimistic framework for making positive progress toward your goals while at the same time minimizing the obstacles toward their achievement. Our unique planning method – The Life Voyage Navigator™ Process – is utilized in plotting a detailed course with the goal that our life voyage is as smooth as possible.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Carolina Planning Consultants offers comprehensive financial planning (including budget analysis, estate planning strategy, charitable planning, education planning, and business succession review), retirement planning (including retirement income projections and distribution planning), investment planning (including asset allocation review, portfolio analysis, and tax loss harvesting), insurance planning (including disability, health, life, and long-term care review), personal services (including values-based financial planning and fee-based asset management), and business services (including employee benefit plan consultation and retirement plan review).
Who they serve
Business owners, corporate executives and professionals who appreciate personalized attention, communication, and service relating to investment management and financial planning.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 5,482 | $1.1B |
| High Net Worth Individuals | 3,556 | $3.5B |
| Investment Companies | 0 | — |
| Pooled Investment Vehicles | 0 | $0 |
| Pension/Profit Sharing Plans | 0 | $0 |
| Charitable Organizations | 78 | $62M |
| State/Municipal Entities | 29 | — |
| Insurance Companies | 0 | — |
| Sovereign Wealth Funds | 0 | — |
| Corporations | 0 | $0 |
298 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
Showing 100 of 108
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| $0 – $249,999.99 | 2.00% |
| $250,000 – $499,999.99 | 1.75% |
| $500,000 – $749,999.99 | 1.65% |
| $750,000 – $1,249,999.99 | 1.40% |
| $1,250,000 – $1,999,999.99 | 1.25% |
| $2,000,000 – $4,999,999.99 | 1.15% |
| $5,000,000+ | 1.00% |
Data as of March 18, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. IFG ADVISORY, LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.