BD
Firm Information
Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
300 advisors
Number of Clients
45,782 clients
Average Client Portfolio
$274K average
Assets Under Management
$12.5B
Fee Structure
Fees for financial planning and consulting are negotiated between you and your IAR, depending on the nature of the services, time, and complexity. The maximum fee for Wrap accounts is 2.0%, which coincides with IFP’s maximum fee if the account is not a TPAM account. The maximum fee for a TPAM account is 2.5%.
Areas of Practice
Retirement PlanningFinancial Planning & Coaching
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Advisor Information
Office location
3030 North Rocky Point Drive West, Suite 700, Tampa, FL, 33607
Get directionsRegulatory 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 →Employment History
Current Registrations
Independent Financial Partners
February 2025 - Present · 11 mos
Previous Registrations
Invst, LLC
January 2022 - March 2025 · 3 yrs 2 mos
Provise Management Group, LLC
April 2016 - October 2021 · 5 yrs 6 mos
State Registrations1 state
FL
Advisor
Exams
No exam information available for this advisor.