Independent Financial Planning

Based on the firm's name and industry norms, Independent Financial Planning likely provides financial planning, investment management, retirement planning, tax strategy, and estate planning to individual clients. As an RIA, it holds a fiduciary duty to act in clients' best interests (per SEC guidelines).

As a registered investment advisor (RIA), the firm is required to act as a fiduciary under the Investment Advisers Act of 1940 and applicable state laws. This means it must put client interests ahead of its own, a standard not always held by broker-dealers.

The ownership structure of Independent Financial Planning is not publicly disclosed from the sources reviewed. It may be owned by its founder, a group of advisors, or a larger holding company. Without specific public records, ownership details remain unknown.

As an RIA, the firm likely provides investment management as part of its planning services. It may manage client portfolios directly or through third-party custodians. The absence of public filings or marketing materials prevents confirmation of specific investment strategies or platforms.

Given its name, the firm likely serves individual clients and families, possibly with a focus on retirement planning, estate planning, and long-term wealth management. Its lack of institutional branding suggests a retail client base rather than institutional investors.

The firm's location is not specified in the available public sources. Based on its name and common operating patterns, it is likely based in the United States, but no city or state is confirmed.

Registration information for registered investment advisors is available through the SEC's Investment Adviser Public Disclosure (IAPD) database or your state securities regulator. You can search by firm name to confirm licensing, disclosures, and any disciplinary history (per SEC guidance).