Adam Gregory Frey

CFP

Independent Financial Partners

17 Years of Experience

View SEC Summary

Firm Information

Independent Financial Partners

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%.

View Full Brochure on SEC

Areas of Practice

Retirement PlanningFinancial Planning & Coaching

Advisor Information

Office location

4079 De Zavala Road, San Antonio, TX, 78249

Get directions

Regulatory History (1)

What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.

Employment Separation After Allegations

October 2018

View Full SEC Report How to Read Disclosures

Other Business ActivitiesSells Insurance

Adam sells non-variable insurance through general agencies, dedicating about 10-20% of his time to this activity. He also owns a ranch, rental properties, and is involved in several business entities for tax/investment purposes, as well as serving in fiduciary roles for trusts and estates.