Firm Information

Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
118 advisors
Number of Clients
2,041 clients
Average Client Portfolio
$223K average
Assets Under Management
$456.1M

Fee Structure

Financial Planning:Investment management only

IP Financial Advisory Services LLC representatives may earn commission-based compensation for selling insurance products, which is separate from advisory fees. This presents a conflict of interest. They may also receive compensation from third-party investment advisors for recommending their services, creating another potential conflict of interest. The firm also provides actuarial and other consulting services for separate fees.

Areas of Practice
Insurance Planning
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Advisor Information

Office location
Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Learn about disclosures →
Other Business Activities

Berman Distributors, LLC is a DBA for Aaron's investment-related business.

Employment History
Current Registrations
Ip Financial Advisory Services LLC
August 2020 - Present · 5 yrs 5 mos
Innovation Partners LLC
June 2020 - Present · 5 yrs 7 mos
Innovation Partners LLC Broker
June 2020 - Present · 5 yrs 7 mos
Previous Registrations
Saxony Capital Management, LLC
November 2017 - July 2020 · 2 yrs 8 mos
Patrick Capital Markets, LLCBroker
October 2017 - July 2020 · 2 yrs 9 mos
Preston Wealth Advisors, LLC.
March 2014 - September 2017 · 3 yrs 6 mos
Santander Securities LLC Broker
October 2012 - March 2013 · 5 mos
Santander Securities
September 2012 - March 2013 · 6 mos
LPL Financial LLC
September 2012 - September 2012 · 0 mos
LPL Financial LLC Broker
September 2012 - September 2012 · 0 mos
Eaton Vance Management
August 2008 - June 2012 · 3 yrs 10 mos
Eaton Vance Distributors, INC.Broker
June 2000 - June 2012 · 12 yrs
Signator Investors, INC.Broker
October 1998 - June 2000 · 1 yr 8 mos
State Registrations1 state
FL
AdvisorBrokerBoth
Exams
No exam information available for this advisor.