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Independent Financial Planning, Inc. (Gainesville)


Independent Financial Planning, Inc. is an adviser based in Gainesville. It manages $30 million of regulatory assets for 280 client accounts. It has been registered with the SEC as an adviser since 2007.

Independent Financial Planning provides financial planning services and portfolio management for individuals and small businesses. It prepares financial plans for more than 25 clients. On top of advisory services, the firm doesn't engage in other business activities.

Independent Financial Planning: assets under management

The assets under management (AUM) of Independent Financial Planning, Inc. is $30 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -15% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $30 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $107.14 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Independent Financial Planning, Inc. for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Gainesville

The principal office where Independent Financial Planning, Inc. performs its advisory services is located at 7001 Heritage Village Plaza, Gainesville, VA 20155, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 703-743-9318 or by fax 703-754-7154. The normal business hours are 9:30 am to 5:00 pm on Monday - Friday.


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