Investment Fiduciary Planners, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$11,770,511
Clients
110
4% high-net-worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
110
Very HighAverage account size
$107,005
About
Investment Fiduciary Planners provides tailored portfolio management and financial planning services to individuals, high‑net‑worth clients, non‑profits, and small businesses. The firm generally concentrates recommendations in mutual funds, fixed income, real estate funds (including REITs), equities, ETFs (including precious metals), TIPS, commodities, and private placements, and often implements client plans through third‑party asset managers.
The firm’s investment process emphasizes fundamental analysis and principles of modern portfolio theory, supplemented at times by technical analysis and model allocations to construct client‑specific portfolios. Clients proceed through a structured discovery, analysis, development, implementation, and monitoring workflow, with ongoing account reviews and custodial quarterly statements.
Distinctive among peers, a majority of the firm’s assets are managed on a non‑discretionary basis (about $7.4 million non‑discretionary vs. $4.4 million discretionary), meaning many accounts require client approval for trades. The firm’s principal is also a licensed insurance agent and the adviser directs some clients to third‑party advisers under fee‑sharing arrangements; both activities are disclosed as potential conflicts of interest that can influence product selection and implementation.
Client services
Financial planning
Portfolio management
Selection of other advisers
Expertise
Real estate investing
Passive / index investing
Fee options
All Assets+: IFP Fee 1.00% + Institute for Wealth Management Fee 0.40% = Total 1.40% All Assets+: IFP Fee 1.00% + American Funds Fee 0.32% - 0.95% = Total 1.32% - 1.95% New Assets only+: IFP Fee 0.75% - 1.00% (Community National Bank accounts)
Fee-only: Fees are asset-based only; no commissions or other fee-only descriptions were specifically labeled.
Main office location
Investment Fiduciary Planners, LLC
100 Fillmore St, 5 Th Floor
Denver CO 80206, United States
Number of offices
2
Most active in
Investment Fiduciary Planners, LLC has reported serving >5 clients in these states in the last 12 months.
Colorado
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
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.
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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.
Forms ADV
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