Firm Information

Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
10 advisors
Number of Clients
325 clients
Average Client Portfolio
$1.4M average
Assets Under Management
$444.0M

Fee Structure

Minimum Investment:None
Financial Plan Fee:$7,500 - $12,000

Investment advisory fees are individually negotiated, with the general range between 0.25% to 0.99% depending on the assets under management. Financial planning fees for stand-alone services typically range from $7,500 to $12,000 per year, but are negotiable. There is no minimum account size for investment advisory services, but certain accounts may be subject to a minimum annual fee. Manager fees, when applicable, range from 0.12% to 0.50% per year and are added to CGFA's advisory fees.

Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningEducation PlanningFinancial Planning & CoachingInsurance PlanningHigh Net Worth
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Advisor Information

Office location

200 Ashford Center North, Suite 400, Atlanta, GA, 30338

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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 Activities

Kyle operates Healy Wealth Management LLC as a DBA for his LPL business, dedicating full-time hours. He also provides investment advisory services through IFG Advisory LLC, an independent investment advisor firm, spending full-time hours as an IAR.

Employment History
Current Registrations
Colton Groome Financial Advisors, LLC
September 2025 - Present · 4 mos
Previous Registrations
Ifg Advisory, LLC
December 2023 - August 2025 · 1 yr 8 mos
LPL Financial LLC Broker
December 2023 - August 2025 · 1 yr 8 mos
Truist Advisory Services, INC.
July 2022 - September 2023 · 1 yr 2 mos
Truist Securities, INC.Broker
August 2017 - May 2022 · 4 yrs 9 mos
State Registrations2 states
GANC
Advisor
Exams
No exam information available for this advisor.