Firm
Investment Consulting Group
Davenport, Iowa
Fee-only
Investment Consulting Group at a glance
- One of 62 fee-only firms based in Iowa in the Wellspent graph.
- 3 advisors are listed here.
- Its Form ADV reports 7 employees and 124 individual clients, 71 of them high net worth.
- Its average account is about $5.6 million (assets it manages divided by its 504 accounts).
Facts
| Based in | Davenport, Iowa |
|---|---|
| Website | icginc.co |
| [email protected] | |
| Phone | (563) 322-2322 |
Investment Consulting Group fees
Investment Consulting Group doesn't publish its prices on its website, or we couldn't confirm them word for word. Ask for its Form ADV Part 2A, which must describe its fees.
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets · Hourly · Fixed fees |
|---|---|
| Assets managed | $2.8 billion |
| Individual clients | 53 |
| High-net-worth clients | 71 |
| Accounts managed | 504 |
| Employees | 7 |
| Planning clients | 101-250 |
| Registered with | The SEC (801-38594) |
| Financial planning | Offered |
| Form ADV filed | August 24, 2026 |
| SEC record | CRD 106967 |