IFS Group
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
IFS Group advises individuals (including high-net-worth clients), corporations, and retirement plan sponsors, offering discretionary portfolio management, financial planning, and pension consulting. The firm works with a broad set of investments — mutual funds, ETFs, fixed income, annuities, REITs, private placements, options and margin — and documents client objectives and risk tolerance in an Investment Policy Statement for each account.
IFS Group implements client-tailored portfolios overseen by an internal investment committee and a Portfolio Analyst, and makes use of model allocations and multiple LPL-sponsored platforms (including SWM/SWM II, Manager Access Select, OMP, MWP, SMS and the algorithm-based GWP). Investment decisions draw on fundamental, quantitative, technical and modern portfolio theory analyses, with ongoing monitoring and at least quarterly account reviews; advisors may exercise discretion and deviate from models to meet individual client needs.
Noteworthy features include that several advisors are dually registered as LPL broker-dealer representatives and licensed insurance agents and may receive commissions for insurance and brokerage sales, and the firm requires clients to custody assets at LPL Financial while receiving technology, research and other support from LPL. The firm’s use of LPL’s SWM II wrap-fee program, the GWP managed service, and the disclosed transaction-charge and mutual fund share-class dynamics are distinctive operational aspects that clients should be aware of.
Client services
Expertise
Fee options
$100,000 - $500,000: 1.50% $500,001 - $1,000,000: 1.25% $1,000,001 - $3,000,000: 1.00% $3,000,001 - $5,000,000: 0.90% $5,000,001+: 0.80%
Registered representatives may earn commissions for the sale of securities or insurance products, but commissions are not the primary source of compensation for advisory services.
$175 to $250 per hour for financial planning services
Account minimum: $100,000
Main office
1205 Manor Drive, Ste 200
Mechanicsburg PA 17055
Advisors at this office
6
Most active in
Pennsylvania
Also doing business as
Ifs Group · Ifs Group, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)