IFPS
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About
Integrated Financial Planning Services (IFPS) provides investment supervisory services and financial planning primarily for individual clients, including high-net-worth individuals, and documents client objectives with an Investment Policy Statement. The firm reports ongoing portfolio management, hourly financial planning, and a household investment minimum as part of its client engagement model.
IFPS uses fundamental analysis and a long-term, model-based approach to construct and monitor portfolios, often implementing third‑party model portfolios through its custodian platform at Charles Schwab. The firm conducts due diligence on model providers, implements models on client accounts (with periodic rebalancing and monitoring), and produces client account reporting at least monthly.
Several structural features distinguish IFPS from many peers: the firm lists a principal office address in Heidelberg, Germany while being organized in Nevada, and it is registered and operates as a broker/dealer, with Investment Adviser Representatives who may also act as registered representatives. IFPS discloses it accepts compensation for the sale of securities and may require clients to use a specified broker‑dealer/custodian, creating potential conflicts of interest that the firm documents and discloses.
Client services
Expertise
Fee options
$1 - $5,000,000: 1.00% Above $5,000,000+: Negotiable
IFPS is a registered Broker/Dealer; IARs may receive commissions for securities sales, but commissions are not the primary source of income.
$50 to $250 per hour, negotiable
Account minimum: $25,000
Main office
Orlando FL
Advisors at this office
1
Most active in
Maryland
Also doing business as
Barry E. Swanson, Cfp · Ifps · Integrated Financial Planning Services · Swanson, Barry Earnest
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.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Is not active or affiliated with:
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Advisors at this firm
Brian N
CFP®, Series 66, Series 63
Remote
Integrated Financial Planning Services
Brian Nush is a CFP® with 12 years of experience in financial services. He has worked at Charles Schwab and First Command in various roles since 2013. Outside of his advisory work, he co-hosts the ScissorTail Nation Podcast, which focuses on the USL Championship soccer league. He is with Integrated Financial Planning Services (IFPS), which offers investment supervisory services and financial planning primarily for individual and high-net-worth clients. The firm uses a long-term, model-based investment approach and conducts due diligence on third-party model portfolios implemented through Charles Schwab.
Jennifer P
CFP®, Series 63
Orlando, FL
Integrated Financial Planning Services
Jennifer Poore is a CFP® with 20 years of industry experience and is currently affiliated with Integrated Financial Planning Services in Orlando, FL. She has served as COO and CFO of Integrated Loyalty Systems since 2004. Outside of her advisory role, she assists in writing books focused on improving patient experiences in hospitals. Integrated Financial Planning Services provides ongoing portfolio management and financial planning for individual and high-net-worth clients, utilizing mutual funds, equities, bonds, and ETFs. The firm emphasizes fundamental analysis and a long-term investment approach, conducting regular portfolio reviews without discretionary trading authority.
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