Ifs Group fees and pricing

Financial planner in Mechanicsburg, Pennsylvania. Registered with the SEC.

According to its Form ADV Part 2A brochure dated February 23, 2026, Ifs Group charges $175⁠-⁠$250 an hour for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed February 23, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate: $175⁠-⁠$250/hr; “The hourly fee for these services is between $175 and $250.”

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

“These fees are generally negotiable and the final fee schedule will be memorialized in the client’s advisory agreement.”
“Clients may terminate the agreement without penalty for a full refund of IFS LLC's fees within five business days of signing the Investment Advisory Contract.”
“Account fees are payable quarterly in advance, except that the SMS fee is paid in arrears on the frequency agreed to between client and IFS LLC.”

Its hourly rate of $175-$250 is below the Pennsylvania median of $250. 29% of the 267 other Pennsylvania planners that publish an hourly rate charge less.
None of the 3 other planners in Mechanicsburg that publish an hourly rate charge less.

How the firm is paid: Hourly fees, percentage of assets under management
Charges a % of assets: Yes
Highest asset based fee in brochure: 3% a year
Clients: 267
Employees: 6
Works with: Individuals and high net worth individuals
Services reported to regulators: Financial planning, portfolio management for individuals and small businesses, and pension consulting
Assets managed: $240,000,000
Registered with: U.S. Securities and Exchange Commission
Disciplinary disclosures: None reported
SEC CRD number: 328774
Website: linkedin.com/company/ifs-group-1/posts/?feedView=all (opens in new tab)
Phone: (717) 766-1144

Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.