# Ivan Thornton

> Ivan Thornton is a fee-only financial advisor at Fiduciary Management Group in New York, New York. Ivan focuses on estate & legacy planning and tax planning. Fiduciary Management Group reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/ivan-thornton/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Fiduciary Management Group
- **Based in:** New York, New York
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $70.7M across 123 accounts
- **Specialties:** Estate & legacy planning, Tax planning
- **CRD:** 1520963 (https://adviserinfo.sec.gov/individual/summary/1520963)
- **SEC registration:** Investment adviser representative in NY
- **Exams passed:** Series 63 (1986), Series 65 (1992)
- **Firm size:** 2 employees
- **Disclosures:** None reported
- **Website:** http://www.fmgwealth.com

## Frequently asked questions

### Is Ivan Thornton a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Ivan holds no broker registration, and Fiduciary Management Group reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Ivan charge for financial advice?

Ivan's firm, Fiduciary Management Group, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Ivan Thornton based?

Ivan Thornton is based in New York, New York.

### What does Ivan specialize in?

Ivan's specialties include estate & legacy planning and tax planning.

### Is Ivan Thornton registered with the SEC?

Yes. Ivan Thornton is registered as an investment adviser representative in NY (CRD 1520963), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Fiduciary Management Group manage?

Fiduciary Management Group reports $70.7M across 123 accounts in assets under management.

### How do I contact Ivan Thornton?

Through Ivan's website, www.fmgwealth.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/1520963): 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
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://www.fmgwealth.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.