Independent Financial Partners

RIASEC RegisteredEst. 2008

Total AUM

$16.3B

Discretionary

$11.6B

71% of AUM

Avg account

$301K

Accounts

54,154

Employees

328

Advisory reps

322

Firm details

Headquarters: Tampa, Florida
CRD number: 125112
Registered since: September 19, 2008
Website: ifpartners.com
Custodians: FIDELITY DISTRIBUTORS COMPANY LLC, CHARLES SCHWAB & CO., INC., PERSHING LLC, SEI INVESTMENTS DISTRIBUTION CO., PERSHING LLC
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees, Other
Client types: HNWI51.31%
Pension & Profit Sharing Plans23.12%
Individuals21.44%
Corporations / Businesses3.78%
Charitable Organizations0.36%
Services: Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other AdvisersEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Independent Financial Partners is an SEC-registered investment adviser organized as an LLC and operating since 2008. The firm serves both individual and family clients as well as institutional investors and identifies itself as a capital allocator, providing fee arrangements that include a percentage of assets under management, hourly rates, fixed fees and other structures. Core advisory services include financial planning, portfolio management for individuals and small businesses, pension consulting, manager selection and investor education through seminars and workshops. The firm reports no active ESG investing program and lists industry affiliations that include broker-dealer and insurance company relationships as well as pension consultant activity.