Investment Fiduciary Planners, LLC

Investment Fiduciary Planners, LLC is a registered investment advisor (RIA) with the US Securities and Exchange Commission (SEC), as indicated by its Form ADV filings. As a fiduciary, it is legally required to act in clients' best interests, unlike brokers who operate under a suitability standard. This status is publicly verifiable via the SEC's Investment Adviser Public Disclosure (IAPD) database.

Yes, the firm operates on a fee-only compensation model, charging clients a percentage of assets under management or a fixed fee for financial planning services. It does not receive commissions or third-party compensation for product sales, which eliminates conflicts of interest common in commission-based advisory models. This structure is disclosed in its regulatory filings.

The firm primarily serves high-net-worth individuals and families, as well as trusts and estates, based on its SEC registration and public disclosures. It typically requires a minimum account size or net worth threshold, though exact amounts are not publicly specified. Services are customized to each client's financial goals and risk tolerance.

The firm employs a diversified approach across asset classes, including equities, fixed income, and cash equivalents, tailored to individual client risk profiles and investment horizons. Rebalancing is performed periodically to maintain target allocations. Use of alternative investments is limited and selected based on client suitability.

The firm does not publicly disclose its investment performance or track record, as is common for private RIAs serving a limited client base. Prospective clients would need to engage directly to obtain performance data. Regulatory filings do not require such disclosure for non-advertising purposes.