IPLAN

Overview

Iplan is an independent RIA organized as a limited liability company that serves individuals and families. The firm acts as a capital allocator and combines financial planning with discretionary and non-discretionary portfolio management for individuals, small businesses and institutions. Its advisory scope includes selection of other advisers, which suggests a willingness to use third‑party managers when appropriate. Investment preferences skew toward liquid public equities: exchange‑traded equities represent the single largest asset category on the books. The firm charges clients on a percentage of AUM and also uses fixed fees, signaling flexibility for different client situations. Iplan does not identify as an active ESG investor, and it is not positioned as a multi‑state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices