Fee-only adviser · Macon, GA
Income Focus Advisors LLC
Income Focus Advisors LLC is a fee-only investment adviser registered with the securities regulators of Georgia, Louisiana, with its main office in Macon, Georgia. On its latest Form ADV, filed October 30, 2026, it reports $12M in regulatory assets under management, 23 individual clients and 1 employee who gives investment advice. It reports no commission compensation, is not registered as a broker-dealer and does not act as an insurance agent.
Key facts from Form ADV
| Registration | State-registered: Georgia, Louisiana |
|---|---|
| Firm CRD number | 338716 |
| Office | 414 3rd Street Suite 5 Macon, GA 31201 |
| Phone | (478) 200-2809 |
| Website | www.incomefocusadvisors.com |
| Regulatory assets under management | $12M |
| Individual clients | 13 non-high-net-worth, 10 high-net-worth |
| Financial planning clients | Not reported |
| How it charges | Percentage of assets |
| Services | Portfolio management |
| Employees | 1 |
| Disciplinary disclosures | None reported |
| Latest Form ADV filing | October 30, 2026 |
Source: the firm’s Form ADV Part 1A as published by the SEC’s Investment Adviser Public Disclosure database, data as of November 6, 2026. Figures are self-reported by the firm.
What this means for you
- It charges only as a percentage of the assets it manages. Ask about the fee schedule and any account minimum, which Form ADV Part 1 does not record.
- Most of its individual clients are not high-net-worth, so it is likely to work with people who are still building assets.
- It reports no disciplinary history on Form ADV.
Before you hire any adviser
Read the firm’s Form ADV Part 2 brochure on its SEC record: it sets out fees, minimums, conflicts of interest and who will manage your money. Ask whether the firm acts as a fiduciary for all of your accounts, how it is paid in total, and who holds your assets. Our guide to choosing a financial adviser lists the questions to ask.
Other fee-only advisers in Macon
See all 4 fee-only advisers in Macon →
Nearby
- Forsyth 1 firm
Comparing several firms? Tell us what you need and we will suggest fee-only advisers that fit. Work at Income Focus Advisors LLC? Update this listing.