$45.6M Total AUM
$45.6M Disc. AUM
-- 3Y CAGR
2 Employees
212 ADV. Clients
11 yrs Firm Age
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- Custodian
- Altruist · Trade-PMR
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 01-05-2015
- Office Locations
- 2
Office Locations
1930 Isaac Newton SQ Suite 205 Reston VA
-- Great Falls VA
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.
Team overview
39 AVG AGE
$22.8M AVG AUM / ADVISOR
$215.3K AVG AUM / CLIENT
7.7 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
11yrs Firm Age
Insights
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Asset Classes
Available
Client Personas
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
D
DANIEL ELMER MORGAN
Chief Compliance Officer, Managing Director, Managing Member
- CRD
- #5190434
- Ownership
- 75% or more
Available
Available
Available
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Ryan Benson
Investment Advisor
- CRD
- #7400027
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
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
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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