PlannerFees

Ifmgroup fees and pricing

Financial planner in Monrovia, California. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated May 18, 2026, Ifmgroup charges $250⁠-⁠$400 an hour and a flat or project fee of $1,500 for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed May 18, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate
$250⁠-⁠$400/hr
“The advisors 5 hourly fee will be billed at a rate of $250 to $400 per hour for professional time, but may be negotiated in advance.”
Flat or project fee
$1,500
“The fixed fee for comprehensive financial planning services is $1500 – 2500 per plan as contracted for with client in advance and may be negotiated in advance based at the discretion of the advisor and dependent on the complexity of the plan.”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Ifmgroup bills

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

  • “The account fee will be payable quarterly in arrears and calculated using the average monthly balance within the quarter.”
  • “If assets are deposited after the inception of a quarter, the Account fee payable with respect to such assets will be prorated based on the number of days remaining in the quarter.”
  • “Client fees not debited from an Account are not subject to a pro rata refund stated in this section.”

How Ifmgroup’s fees compare

  • Its hourly rate of $250-$400 spans the California median of $300. 56% of the 932 other California planners that publish an hourly rate charge less.
  • Its flat or project fee of $1,500 is below the California median of $5,000. 13% of the 796 other California planners that publish a flat or project fee charge less.

About Ifmgroup

“IFMGroup provides personalized confidential financial planning and investment management to individuals, pension and profit sharing plans, trusts, estates, charitable organizations and small businesses.”
From the firm's description of its advisory business in its Form ADV brochure.
  • Firm size: 2 employees.
  • Founded: 2007 (19 years).

Planning areas mentioned in the brochure

  • Retirement planning
  • Tax planning
  • Estate planning
  • College planning
  • Business owners
  • Insurance analysis
  • Cash flow and budgeting

Firm details from Form ADV

How the firm is paid
Hourly fees, fixed or flat fees, percentage of assets under management
Charges a % of assets
Yes
Highest asset based fee in brochure
2% a year
Minimum
$2,000 minimum fee (stated in brochure)
Clients
7
Employees
2
Works with
Individuals and high net worth individuals
Services reported to regulators
Financial planning and portfolio management for individuals and small businesses
Assets managed
$4,000,000
Registered with
State securities regulators
Disciplinary disclosures
None reported
SEC CRD number
143632
Phone
(626) 552-9688

Other planners in Monrovia that publish fees

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