Ivan Thornton
Fiduciary Management Group · New York, New York
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.
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Specialties
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 | $70.7M across 123 accounts |
| SEC registration | Investment adviser representative in NY · CRD 1520963 |
| Exams passed | Series 63 (1986) · Series 65 (1992) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | www.fmgwealth.com |
| Profile |
How Ivan's firm compares
- Fiduciary Management Group's average account is about $575,000, from its Form ADV (assets managed divided by 123 accounts).
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Questions about Ivan
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.
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
- Fiduciary Management Group 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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