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
321

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 (registration year 2008) organized as an LLC that serves both individual/family and institutional clients. The firm acts as a capital allocator and offers a mix of advisory services that include financial planning, portfolio management for individuals and small businesses, pension consulting, manager selection, and educational workshops. Compensation arrangements are varied — percentage-of-AUM fees alongside hourly, fixed, and other fee structures. The firm maintains relationships with broker-dealers and insurance companies as part of its service and distribution ecosystem. It does not identify as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 62%, Exchange Traded Equities 31%, Cash & Cash Equivalents 4%, US Government Bonds 1%, State & Local Bonds 1%, Other 1%62%
  • Public Funds/Mutual Funds62%
  • Exchange Traded Equities31%
  • Cash & Cash Equivalents4%
  • US Government Bonds1%
  • State & Local Bonds1%

Owners & executives

3 of 26
  • William Hamm

    William Hamm

    President, Chief Operating OfficerCRD 5814331

  • Jody Henley

    Jody Henley

    COOCRD 5836861

  • Andrew Keefer

    Andrew Keefer

    Partner, Chief Investment OfficerCRD 5270359

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Contacts

3 of 295
  • Peter Nunley

    Peter Nunley

    Director - Asset ManagementCRD 5678641

  • Thomas Alford

    Registered RepresentativeCRD 5698146

  • Steven Balch

    Steven Balch

    Director of Financial Planning & Wealth ManagementCRD 5720194

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 2,181

Active vs passive

$4.3B in ETFs

Passive

67%

$2.8B

Active

24%

$1.4B

ETFProviderStyleCategoryValueShares% of portfolio
INVESCO QQQ TRUST SERIES 1 (QQQ)InvescoPassiveLarge Growth$88.2M119,2412.07%
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Location

Primary office

Tampa, FL

Hillsborough

Location

Tampa, FL

Headquartered in Tampa, FL, in the South of the United States.

Region
South
County
Hillsborough
Address
3030 N Rocky Point Dr W
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth