IFS GROUP
SEC RegisteredBuilding Strategies for Your Financial Future
About the firm
IFS Group is a fiduciary financial advisory firm that works with clients across a range of financial needs. They emphasize personalized strategies, stating that no two investors are alike and no two strategies to reach goals are identical. The firm serves clients who have entrusted them with their assets, confidence, and financial futures.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Retirement planning, insurance and annuities, and investment and tax solutions, delivered through a process of assessing financial documents and risk tolerance, strategizing with tailored financial strategies, and ongoing implementation and management.
Who they serve
Pre-retirees, retirees, families and individuals, and business owners, including first-time investors, seasoned savers, those thinking about retirement, and those preparing to leave a legacy.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 195 | $125M |
| High Net Worth Individuals | 72 | $115M |
| Investment Companies | 0 | — |
| Pooled Investment Vehicles | 0 | $0 |
| Pension/Profit Sharing Plans | 0 | $0 |
| Charitable Organizations | 0 | $0 |
| State/Municipal Entities | 0 | — |
| Insurance Companies | 0 | — |
| Sovereign Wealth Funds | 0 | — |
| Corporations | 0 | $0 |
5 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
6 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| $100,000 - $500,000 | 1.50% |
| $500,001 - $1,000,000 | 1.25% |
| $1,000,001 - $3,000,000 | 1.00% |
| $3,000,001 - $5,000,000 | 0.90% |
| $5,000,001 and up | 0.80% |
Data as of February 23, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. IFS GROUP has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.