A complete list of active advisors currently associated with IFPS

Warmer can help you find a great advisor at IFPS or one who fits your needs even better.

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.

To learn more about the advisors currently working at IFPS, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.