FL
Firm Information
Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
9 advisors
Number of Clients
1,524 clients
Average Client Portfolio
$121K average
Assets Under Management
$184.9M
Fee Structure
Financial Plan Fee:$0 - $15,000
Hourly Rate:$125 - $350/hr
Financial planning fees can be hourly ($125-$350/hour) or fixed (between $0 and $15,000), depending on the complexity of the plan and are negotiable. Asset management fees generally range from 0.50% to 2.00% per year, based on the account size and complexity. Any fee above 2% must be approved by compliance. Fees are negotiable.
Areas of Practice
Retirement PlanningTax Planning
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Advisor Information
Office location
70 Washington Street, Suite 103, Salem, MA, 01970
Get directionsRegulatory History (2)
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.
Customer Dispute
December 2017Closed-No Action
Customer Dispute
November 2017Settled
Other Business ActivitiesSells Insurance
F is an agent selling life, disability, and annuity insurance products since 1978, dedicating a full-time equivalent to this activity. F also provides income tax preparation and planning services through Libardoni Financial since 1998, spending a few hours per week on this.
Employment History
Current Registrations
Ibn Advisory Services, INC.
January 2023 - Present · 3 yrs
Ibn Financial Services, INC
October 2018 - Present · 7 yrs 3 mos
Ibn Financial Services, INC. Broker
October 2018 - Present · 7 yrs 3 mos
Previous Registrations
Cetera Advisors LLC
October 2016 - October 2018 · 2 yrs
Cetera Advisors LLCBroker
October 2016 - October 2018 · 2 yrs
Investors Capital Advisory
January 2007 - October 2016 · 9 yrs 9 mos
Investors Capital CORP.Broker
May 2006 - October 2016 · 10 yrs 5 mos
Prime Capital Services, INC.Broker
February 1999 - June 2006 · 7 yrs 4 mos
Sunamerica Securities, INC.Broker
December 1995 - February 1999 · 3 yrs 2 mos
Sun Investment Services CompanyBroker
December 1990 - November 1995 · 4 yrs 11 mos
Linsco/private Ledger CORP. Broker
December 1989 - December 1990 · 1 yr
Linsco Financial Group, INC.Broker
February 1989 - December 1989 · 10 mos
Manequity, INC.Broker
February 1986 - December 1989 · 3 yrs 10 mos
Sun Investment Services CompanyBroker
March 1980 - February 1986 · 5 yrs 11 mos
State Registrations9 states
AZFLMAMENCNHPARIVT
AdvisorBrokerBoth
Exams
No exam information available for this advisor.