Independent Financial Partners

RIASEC Registered

Total AUM

$16.3B

Discretionary

$11.6B

71% of AUM

Avg account

$301K

Accounts

54,154

Employees

328

Advisory reps

323

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 LLC that operates as an independent broker-dealer and positions itself as a capital allocator for both individual/family and institutional clients. The firm is SEC registered (registered in 2008) and offers a mix of fee arrangements, including percentage-of-AUM billing, hourly charges, fixed fees, and other fee constructs. Core advisory capabilities include financial planning, portfolio management for individuals and small businesses, selection of outside advisers, pension consulting services, and investor education through seminars and workshops. The firm is not identified as an active ESG investor in the source data.