# Investment Fiduciary Planners, LLC

Investment Fiduciary Planners, LLC is a RIA based in United States.

## Overview

- **Organization type:** RIA
- **Headquarters:** United States
- **Region:** North America
- **Address:** United States
- **Assets under management:** Undisclosed
- **Website:** https://investmentfiduciaryplanners.com
- **LinkedIn:** https://www.linkedin.com/company/nickdonaldson

## Regulatory record

- **CRD number:** 287842
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/287842

## About

INVESTMENT FIDUCIARY PLANNERS, LLC is a state-registered investment adviser in DENVER, CO. The firm manages $12 million in assets, $4 million on a discretionary basis. It has 1 employee and 1 investment adviser.

## Sectors

- Private Wealth Management
- Financial Planning

## Questions

### What is Investment Fiduciary Planners, LLC's regulatory status?

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.

### Does Investment Fiduciary Planners, LLC offer only fee-based services?

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.

### How does Investment Fiduciary Planners, LLC manage portfolio risk?

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.

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Last updated: 2026-06-03T20:00:00.000Z

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