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- Custodian
- Altruist · Trade-PMR
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 01-05-2015
- Office Locations
- 2
Office Locations
About Independent Financial Planning
Independent Financial Planning (IFP) is a Northern Virginia CFP® and tax-professional firm that integrates tax preparation and tax planning with comprehensive financial planning and discretionary investment management. Portfolios are primarily ETF-based with an emphasis on asset allocation and risk management, serving entrepreneurs and households; custody includes platforms such as Altruist.
Reported data analysis
What the numbers show
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 2 advisory representatives and 212 clients, or 106 clients per representative. That equates to $215.3K in reported AUM per client.
The profile lists 2 reported office locations and 11 years in operation. The source data was last updated on January 5, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Services
- Technology
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Owner & Executives
DANIEL ELMER MORGAN
Chief Compliance Officer, Managing Director, Managing Member
- CRD
- #5190434
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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Ryan Benson
Investment Advisor
- CRD
- #7400027
Showing 1 of 2 contacts
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $45,636,729 | -- |
| Non-Discretionary | $0 | -- |
| Total | $45,636,729 | -- |
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Separately Managed Accounts
SMA allocation detail is available
Independent Financial Planning has reported separately managed account data across 2 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.