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IFPS
Legal name: INTEGRATED FINANCIAL PLANNING SERVICES
CRD 17935File 801-132001
APPROVED
Retail clients
Disclosure events
Filing as of May 5, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$4.1M
Bottom 25% of cohort (national)
Discretionary AUM
$4.1M
Clients
27
43 accounts
Employees
21
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- HQ
- Registration date
- Mar 5, 2025
- Principal office
- KARLSTR. 20, HEIDELBERG, 69117
- Phone
- 443-450-4543
- Website
- HTTP://WWW.IFPSONLINE.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $4.1M
- Discretionary AUM
- $4.1M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 43
- Non-discretionary accounts
- 0
- Total accounts
- 43
- AUM per client
- $150K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Individuals (other than high net worth individuals) | 27 | $4.1M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11- Q11E2
- Q11E3
- Q11E4
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.