Ian Tongol
Investment Growth Management · Concord, California
Ian Tongol is a fee-only financial advisor at Investment Growth Management in Concord, California. Ian focuses on retirement planning. Investment Growth Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Facts
| Firm | Investment Growth Management |
|---|---|
| Based in | Concord, California |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Accepting new clients | Yes |
| Assets under management | $54.2M across 85 accounts |
| SEC registration | Investment adviser representative in CA · CRD 7124376 |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | investmentgrowthmanagement.com |
| Profile |
How Ian's firm compares
- Investment Growth Management's average account is about $638,000, from its Form ADV (assets managed divided by 85 accounts).
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Questions about Ian
Is Ian Tongol a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Ian holds no broker registration, and Investment Growth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Ian charge for financial advice?
Ian's firm, Investment Growth Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Ian Tongol based?
Ian Tongol is based in Concord, California.
What does Ian specialize in?
Ian's specialties include retirement planning.
Is Ian Tongol registered with the SEC?
Yes. Ian Tongol is registered as an investment adviser representative in CA (CRD 7124376), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Investment Growth Management manage?
Investment Growth Management reports $54.2M across 85 accounts in assets under management.
How do I contact Ian Tongol?
Through Ian's website, investmentgrowthmanagement.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Investment Growth Management website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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