Interactive Financial Advisors

Overview

Interactive Financial Advisors is an independent, SEC‑registered advisory corporation that began registration in 2005. The firm serves individual and family clients and identifies itself as a capital allocator. Its advisory offerings emphasize financial planning, portfolio management for individuals and small businesses, and selection of other advisers. Fee arrangements include percentage‑of‑AUM billing alongside hourly and fixed fees. The firm does not represent itself as an active ESG investor and is not listed as a pension consultant or related adviser. The snapshot lists ownership as a mix of a domestic entity and an individual. The firm operates under an independent RIA model rather than as a broker‑dealer or wirehouse, positioning its business around advisory services and third‑party manager selection for private clients.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices