A complete list of active advisors currently associated with Intrepid Financial Planning Group, LLC

Warmer can help you find a great advisor at Intrepid Financial Planning Group, LLC or one who fits your needs even better.

Intrepid Financial Planning Group, LLC provides discretionary investment management to individuals, families, business entities, trusts, pension and profit-sharing plans, and charitable trusts, and reports approximately $390 million in assets under management. The firm offers customized portfolios and two Client Portfolio Advisory Services programs intended to accommodate smaller accounts and differing preferences for individual stock holdings. IFPG’s investment approach is grounded in components of Modern Portfolio Theory, emphasizing strategic asset allocation, diversification, tax-conscious construction, and attention to investment expenses. Portfolio construction relies on mutual funds and ETFs (with fund selection informed by Morningstar reports), fundamental and technical analysis for individual equities, and the firm may use inverse/enhanced or long/short funds for hedging or tactical exposure. Distinctive operational features disclosed in the brochure include the firm’s integration with tax and accounting professionals: eleven tax/accounting professionals are registered as investment adviser representatives who own independent practices, supplement client service, and receive portions of the firm’s advisory fees, a relationship the firm identifies as a potential conflict of interest. IFPG also highlights procedures such as custody at Charles Schwab, quarterly reporting, and an explicit policy that it does not vote client proxies, practices that differ from many peers.

To learn more about the advisors currently working at Intrepid Financial Planning Group, LLC, 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.