Independent Financial Partners
Assets Under Management
$12.5B
Number of Clients
45,782
Number of Advisors
300
Average Client AUM
$274K
AUM per Advisor
$41.8M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
IFP Advisors offers personalized investment advisory services through IARs, including financial planning, third-party asset manager referrals, and investment management. They provide various platforms, custodians, and brokers, including their affiliated broker-dealer, IFP Securities. IFP's recommendations are based on client needs, with investment strategies differing among IARs.
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
Location
3030 North Rocky Point Drive West, Suite 700, Tampa, FL, 33607