Independent Financial Partners
advisor3 known aliases resolved via the canonical alias map
Market position · 2024
Plans served17-9 YoYRank #957 of mapped providers
Assets under administration$13.2B0.0%Market share · rank #975
Fees received$576,507Median $36,739/planSum across Schedule C direct + indirect
Net wins YoY-85 won · 13 lostPlan-level switch detection
Plans served · 5-year trajectory
Market-share plans percent annotated. Bar height is raw plan count.
Customer-base shape
What does a typical Independent Financial Partners plan look like?
Service mix · median fees per plan
Count of plans where Independent Financial Partners ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Investment advisory (plan); Investment advisory (participants); Participant communication; Investment management fees paid indirectly by planCode 26 | 10 | $37,582 | |
Investment advisory (plan); Other feesCode 27 | 4 | $8,256 | |
Direct payment from the plan; Accounting (including auditing)Code 10 | 2 | $49,138 | |
Investment management fees paid indirectly by plan; Recordkeeping and information management (computing, tabulating, data processing, etc.); Other fees; Investment advisory (plan); Other servicesCode 15 | 1 | $10,402 |
Competitor overlap
Percent of Independent Financial Partners's plans that also list each competitor on Schedule C. High numbers = co-living partners; low numbers = direct displacement targets.
Plans won in 2024
Appeared this year; did not appear last year under Independent Financial Partners.
| Sponsor | From | Assets |
|---|---|---|
SOUTHWEST AIRLINES COMPANYTX · 741563240-003 | QDRO CONSULTANTS COMPANY, LLC | $11.6B |
FRONTIER AIRLINES, INC.CO · 841256945-003 | Mountain Capital Investment Advisors | $962M |
WEBBER METAL PRODUCTS, INC.IA · 421120876-001 | IFP Advisors | $36M |
HENNING CONSTRUCTION COMPANYIA · 420936661-001 | IFP Advisors | $9M |
NEC NETWORKS, LLCTX · 742960358-001 | ADMIN GROUP DBA TAG RESOURCES | $8M |
Plans lost in 2024
Appeared last year under Independent Financial Partners; not this year.
| Sponsor | To | Assets |
|---|---|---|
CROWN CASTLE INC.TX · 760470458-001 | Morningstar Investment Management | $1.1B |
ALPHASTAFF GROUP, INC.FL · 650314170-333 | Ameritas Life Insurance Company | $235M |
DREAM FINDERS HOMES, LLCFL · 270528991-001 | Resources Investment Advisors | $69M |
COLLEGIS, LLCIL · 800957651-001 | IFP Advisors | $39M |
DFS HOLDING COMPANY, LLCIL · 273895381-001 | Principal | $28M |
VC3, INC.SC · 570993240-001 | Private Advisor Group | $24M |
IOWA LIMESTONE COMPANY DBA ILC RESOURCESIA · 420332760-003 | Ascensus | $23M |
SOUTHEAST ORTHOPEDIC SPECIALISTS, LLCFL · 593696338-002 | SOUTHEAST ORTHOPEDIC SPECIALISTS | $21M |
SELLARS ABSORBENT MATERIALS, INC.WI · 391518030-001 | Shea & McMurdie Financial | $20M |
NUTS.COM, INC.NJ · 221157840-002 | Private Advisor Group | $9M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
SOUTHWEST AIRLINES COMPANYTX · 741563240-003 | $11.6B | 13,086 | $28,715 | 5y | 1 |
FRONTIER AIRLINES, INC.CO · 841256945-003 | $962M | 8,889 | $5,173 | 1y | 1 |
AERA ENERGY SERVICES COMPANYCA · 770456453-001 | $355M | 1,407 | $68,209 | 10y | - |
BST CONSULTANTS. INC.FL · 591841906-001 | $44M | 269 | $74,172 | 6y | - |
WEBBER METAL PRODUCTS, INC.IA · 421120876-001 | $36M | 174 | $43,701 | 1y | 2 |
THE JAEB CENTER FOR HEALTH RESEARCH, INC.FL · 593187624-001 | $36M | 226 | $49,559 | 7y | - |
COMMUNITY 1ST CREDIT UNIONIA · 420686459-033 | $24M | 329 | $67,668 | 9y | - |
PORT WASHINGTON STATE BANKWI · 390545620-002 | $23M | 146 | $56,751 | 7y | - |
HEBREW HOME FOR THE AGED AT RIVERDALENY · 131739971-001 | $21M | 304 | $0 | 10y | - |
PARAGON BANKTN · 201022853-001 | $17M | 150 | $33,856 | 3y | 1 |
Flag exposure
100.0%Market: 89.1%
This provider
Market baseline
Share of this provider's plans tripping any deterministic red flag this year. Lower than market baseline = better risk surface.
Aliases resolved (3)
Raw Schedule C names collapsed into Independent Financial Partners.
- CVC EUROPEAN EQUITY V PARTNERS (A)
- INDEPENDENT FIN PARTNERS
- INDEPENDENT FINANCIAL PARTNERS
Book composition by plan size
Bars stack to total plans served; segments use the same asset cutoffs as the /plans size filter. Up-and-to-the-right on the bigger segments = moving up-market.
Under $5M$5-50M$50-250M$250M-1B$1B+
Compliance posture vs market
Per-flag share for Independent Financial Partners's book against the same flag's overall prevalence across all filings. Negative delta = under-indexed (cleaner book); positive = elevated risk surface.
| Flag | Plans flagged | Provider % | Market % | Delta |
|---|---|---|---|---|
| Recently terminated | 0 | 0.00% | 7.76% | -7.76 pp |
| Fidelity bond gap | 0 | 0.00% | 26.94% | -26.94 pp |
| Late contributions | 5 | 29.41% | 1.71% | +27.70 pp |
| Failed to provide benefit | 0 | 0.00% | 0.14% | -0.14 pp |
| Corrective distributions | 5 | 29.41% | 1.76% | +27.65 pp |
| Loss discovered | 0 | 0.00% | 0.00% | -0.00 pp |
New-plan formation share
Share of plans filing for the first time each year that landed with Independent Financial Partners. Compare to the incumbent market share (0.0%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-0.0 pp vs incumbent
Frequent partners by role
Who else shows up on Independent Financial Partners's plans most often. Switch tabs by counterparty role - high-overlap names are either referral channels (advisors, auditors) or competitive blocks (other recordkeepers).
| Partner | Shared plans | % of book |
|---|---|---|
| BDO | 1 | 5.9% |
| Bultynck & Co., P.L.L.C. | 1 | 5.9% |
| CBIZ | 1 | 5.9% |
| Coulter & Justus PC | 1 | 5.9% |
| Weaver & Tidwell LLP | 1 | 5.9% |
| Wrubel, Wesley & Company CPAs | 1 | 5.9% |