Iplan fees and pricing
Financial planner in Winter Haven, Florida. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated March 3, 2026, Iplan charges a flat or project fee of $3,600 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 3, 2026. Fees can change, so confirm with the firm before you hire them.
- Flat or project fee
- $3,600
“Project-Based Financial Planning Services Project-based financial planning services consist of a one-time fee starting at $3,600 due at the start of the engagement.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Iplan bills
Payment and refund terms, quoted from the fee section of the brochure.
- “The annual fees are negotiable and are pro-rated and paid in arrears on a monthly basis based on the account value as of the last business day of the calendar month.”
- “Ongoing Financial Planning Services Ongoing financial planning services consist of an upfront fee of $3,600 due upon commencement of an engagement and an ongoing fee of $1,000 paid monthly in arrears.”
- “Upon termination, any unearned fees will be prorated and returned to the client.”
How Iplan’s fees compare
- Its flat or project fee of $3,600 is below the Florida median of $4,900. 45% of the 320 other Florida planners that publish a flat or project fee charge less.
About Iplan
“Investment Management Services iPlan, LLC is in the business of providing financial advice including the management of investment portfolios for our clients.”
- Solo practice: one person runs the firm, so you work directly with the planner.
- Credentials named in the brochure: CFP®, CPA, and CFA.
- Registered as an adviser: 2021 (5 years).
Firm details from Form ADV
- 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
- 3% a year
- Clients
- 32
- Employees
- 1
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, and selecting other advisers
- Assets managed
- $30,855,834
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 294929
- Phone
- (202) 600-9605
Other planners in Winter Haven that publish fees
- Aventail Wealth Management, LLCWinter Haven$150/hr
- 22 Seven Wealth Management IncPanama City$150/hr, $500-$2,500
- 365Sundays Wealth LLCLake Mary$5,000-$15,500, $5,000/yr
- 4 VerticalRiverview$250/hr
- 7 Star Investment AdvisorsRiverview$1,500-$7,500
- Acertado InvestmentsFort Lauderdale$800-$3,600
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.