Investors Portfolio Services LLC

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Client assets under management

$237,133,578

Clients

289

29% high-net-worth

Advisors

of 3 employees

Firm type

Supported

1-4 advisors or >$200M in AUM

Clients per advisor

Very High

Average account size

$820,531

About

Investors Portfolio Services LLC provides discretionary and non‑discretionary investment supervisory services to individuals, high‑net‑worth clients, trusts, charities and qualified retirement plans, and also offers financial planning, tax preparation, and periodic educational seminars and workshops. The firm additionally serves as an ERISA 3(21) fiduciary and can act as a 3(38) investment manager for retirement plans, delivering managed accounts and plan‑level advisory services.

The firm constructs portfolios based on documented Investment Policy Statements, monitors holdings on a security‑by‑security basis, and may implement strategies using third‑party models and sub‑advisors. For implementation it uses technology and platforms such as the Altruist model marketplace and Altruist One subscription options, and may employ direct indexing via the Brooklyn platform; where appropriate and consistent with client objectives it also discloses the potential use of derivatives including options and box spread strategies in separately managed accounts.

Compared with many peers, the firm’s operating model pairs a small advisory team with about $239 million in assets under management while offering a broader set of ancillary services—tax preparation using UltraTax, estate planning via Wealth.com, in‑person classes and workshops, and technology features such as Redtail Speak for compliant texting and AI‑assisted meeting notes. The combination of direct indexing, potential derivatives use in SMAs, and ongoing client education is less common among similar supported firms and may affect suitability and implementation complexity for prospective clients.

Client services

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops

Expertise

Retirement income strategy Social Security optimization General tax planning Retirement withdrawal strategies Active portfolio management

Occupation focus

Retired Founder/Business Owner

Fee options

Fixed

Basic Financial Plan: $1,500; Advanced Planning: $2,500

Percentage

$1 - $499,999.99: 1.00% per year of Managed Assets $500,000 - $749,999.99: 0.90% per year of Managed Assets $750,000 - $999,999.99: 0.80% per year of Managed Assets $1,000,000 - $2,999,999.99: 0.75% per year of Managed Assets $3,000,000+: 0.50% per year of Managed Assets

Project-based

$200 to $500 per hour for financial planning and consulting services; $100 to $400 per hour for tax preparation services

Other

Fee-only: Financial planning fixed fees ranging from $1,500 to $5,000; hourly rates from $200 to $500; tax preparation hourly rates from $100 to $400

Main office location

Investors Portfolio Services LLC

2832 South Meridian, Suite 201

Puyallup WA 98373, United States

Number of offices

Most active in

Arizona · Texas · Washington

Disclosures

Business activities & affiliations

Is not 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.

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.

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

LinkedIn Facebook Instagram Website 253-770-8118

Advisors at this firm

Frank G

CFP®, Series 63

Puyallup, WA

Investors Portfolio Services LLC

Frank Gallo is a CFP® professional with 34 years of industry experience, currently affiliated with Investors Portfolio Services LLC. His career includes roles at Fortune Financial Services, United Planners Financial Services, and NATIONAL PLANNING CORPORATION. Outside of advisory services, he serves as a trustee for the Joan M Gallo Trust and works as a tax preparer. Investors Portfolio Services LLC provides asset management, fiduciary services, financial planning, and tax preparation to individuals, trusts, charities, and retirement plans. The firm tailors portfolios to client goals, employs model portfolios and sub-advisors as needed, and offers public educational seminars along with in-house tax return preparation.

Retirement income strategy Social Security optimization General tax planning Retirement withdrawal strategies Active portfolio management Retired Founder/Business Owner

Thomas B

CFP®, CFA®, Series 66

Puyallup, WA

Investors Portfolio Services LLC

Thomas Bowman is a CFP® and CFA® with 10 years of experience in financial advisory. He is currently with Investors Portfolio Services LLC and has previously worked at Fortune Financial Services, Inc. and United Planners Financial Services. Bowman serves as treasurer on the Kiwanis Club of Puyallup Foundation Board. Investors Portfolio Services LLC provides asset management, fiduciary services, financial planning, and tax preparation to individual clients, trusts, charities, and retirement plans. The firm tailors portfolios to client goals, employs various investment strategies, and offers educational seminars along with in-house tax return preparation.

Retirement income strategy Social Security optimization General tax planning Retirement withdrawal strategies Active portfolio management Retired Founder/Business Owner

Noah F

Series 65, Series 66

Puyallup, WA

Investors Portfolio Services LLC

Noah Fenz is a financial advisor at Investors Portfolio Services LLC with Series 65 and Series 66 credentials and four years of industry experience. Prior to joining Investors Portfolio Services in 2025, he worked at Russell Investments Implementation Services, LLC for three years and held several positions at Concourse Financial Group Advisors and Securities Inc. from 2021. Investors Portfolio Services LLC serves individual clients, trusts, charities, and retirement plans by providing discretionary and non-discretionary asset management, ERISA plan fiduciary services, financial planning, and tax preparation. The firm constructs tailored portfolios, employs model portfolios and sub-advisors when appropriate, and offers public educational seminars and in-house tax return preparation.

Retirement income strategy Social Security optimization General tax planning Retirement withdrawal strategies Active portfolio management Retired Founder/Business Owner

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