AR
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
March 2021 - Present · 4 yrs 10 mos
Previous Registrations
Diamond Wealth Management, LLC
January 2021 - June 2021 · 5 mos
Fidelity Personal and Workplace Advisors
July 2018 - January 2020 · 1 yr 6 mos
Strategic Advisers LLC
October 2013 - July 2018 · 4 yrs 9 mos
Fidelity Brokerage Services LLCBroker
August 2013 - January 2020 · 6 yrs 5 mos
Charles Schwab & Co., INC.
April 2011 - August 2013 · 2 yrs 4 mos
Charles Schwab & Co., INC. Broker
April 2011 - August 2013 · 2 yrs 4 mos
Strategic Advisers, INC.
February 2009 - March 2011 · 2 yrs 1 mo
Fidelity Brokerage Services LLCBroker
March 2001 - March 2011 · 10 yrs
State Registrations7 states
CACOIDNVSDTXUT
Advisor
Exams
No exam information available for this advisor.