Ifps
13yrs
13 years in the industry
Ifps
Heidelberg, null. Legal name: Integrated Financial Planning Services
About the firm
A registered investment advisory firm based in Heidelberg, , with about 2 offices. It manages about $4.05 million for roughly 27 individual clients. Services include financial planning, investment management for individuals and small businesses.
How they work
How they’re paid ?A percentage of the assets they manage; Hourly fees
Typical client size ?$150,027
Assets under management ?$4.05 million
Individual clients27
Median years of experience11
Founded10/2
Services
Financial planningInvestment management for individuals and small businesses
Advisors at Ifps
2Advisors
11Median years of experience
1States with offices
2Offices
Also known as
Barry E. Swanson, CFP · Swanson, Barry Earnest · Integrated Financial Planning Services
About Ifps
How do I contact Ifps?
Call the main office at (443) 450-4543. The main office is at Karlstr. 20, Heidelberg, 69117.
How is Ifps paid?
The firm reports being paid by a percentage of the assets they manage, hourly fees. Ask for your total yearly cost in dollars.
What services does Ifps offer?
Financial planning, Investment management for individuals and small businesses.
How many advisors work at Ifps?
We list 2 advisors currently registered with the firm.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.