Firm
iPlan
Winter Haven, Florida
Fee-only
iPlan at a glance
- One of 570 fee-only firms based in Florida in the Wellspent graph.
- 1 advisor is listed here.
- Its Form ADV reports 1 employee and 32 individual clients, 14 of them high net worth.
- Its average account is about $232,000 (assets it manages divided by its 133 accounts).
Fee-only advisors in Florida · What fee-only advisors charge in Florida
Facts
| Based in | Winter Haven, Florida |
|---|---|
| Website | iplan4wealth.com |
| [email protected] | |
| Phone | (202) 600-9605 |
iPlan fees
iPlan doesn't publish its prices on its website, or we couldn't confirm them word for word. Ask for its Form ADV Part 2A, which must describe its fees.
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets · Fixed fees |
|---|---|
| Assets managed | $31 million |
| Individual clients | 18 |
| High-net-worth clients | 14 |
| Accounts managed | 133 |
| Employees | 1 |
| Planning clients | 1-10 |
| Financial planning | Offered |
| Form ADV filed | March 3, 2026 |
| SEC record | CRD 294929 |