Ifc Advisors LLC fees and pricing

Financial planner in Los Angeles, California. Registered with the SEC.

According to its Form ADV Part 2A brochure dated March 30, 2026, Ifc Advisors LLC charges a flat or project fee of $25,000 for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 30, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee: $25,000; “IFC’s fees are negotiable, but for this type of financial planning, fees generally range from a fixed fee of $25,000, but more complex or longer engagements will incur a significantly higher fixed fee.”

Payment and refund terms, quoted from the fee section of the brochure.

“Fees are generally billed in advance each calendar quarter based on the market value of the account at the end of the calendar quarter.”
“For individual additions or withdrawals of more than $100,000 in the account throughout the quarter, advisory fees will be prorated based on the number of days in the quarter services were received or the assets under IFC’s management.”
“For stand-alone financial planning services, the agreement between IFC and the client will terminate upon delivery of the plan or completion of the service.”

Its flat or project fee of $25,000 is above the California median of $5,000. 92% of the 796 other California planners that publish a flat or project fee charge less.
29 of the 33 other planners in Los Angeles that publish a flat or project fee charge less.

How the firm is paid: Fixed or flat fees, percentage of assets under management
Charges a % of assets: Yes
Highest asset based fee in brochure: 1.75% a year
Clients: 344
Employees: 18
Works with: Individuals, high net worth individuals, pension and profit sharing plans, charities, and businesses
Services reported to regulators: Financial planning, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for businesses and institutions, and selecting other advisers
Assets managed: $2,344,170,698
Registered with: U.S. Securities and Exchange Commission
Disciplinary disclosures: None reported
SEC CRD number: 332157
Website: ifcadvisors.com (opens in new tab)
Phone: (310) 596-1250

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