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

317

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 a privately held LLC that has been SEC-registered since 2008 and functions as a capital allocator for both individual/family and institutional clients. The firm provides a range of advisory services that include financial planning, portfolio management for individuals and small businesses, selection of third‑party advisers, and educational seminars. Its fee schedule is flexible—covering percentage-of-AUM arrangements as well as hourly and fixed-fee engagements—allowing it to serve different client preferences and engagement types. Independent Financial Partners reports affiliations with broker-dealer and insurance organizations and offers services that touch on pension consulting and related advisory work. The firm is not identified as an active ESG investor.