Iplan
18yrs
More experience than 55% of advisors in Florida
About the firm
A registered investment advisory firm based in Winter Haven, Florida. It manages about $30.9 million for roughly 32 individual clients. Services include financial planning, investment management for individuals and small businesses, investment management for businesses and institutions.
How they work
How they’re paid ?A percentage of the assets they manage; Flat or fixed fees
Typical client size ?$964,245
Assets under management ?$30.9 million
Individual clients32
Median years of experience18
FoundedNot stated
Services
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsChoosing other investment managers
Advisors at Iplan
1Advisors
18Median years of experience
1States with offices
–Offices
Also known as
Iplan, LLC
About Iplan
How do I contact Iplan?
Call the main office at (202) 600-9605. The main office is at 2514 Partridge Dr., Winter Haven, FL 33884.
How is Iplan paid?
The firm reports being paid by a percentage of the assets they manage, flat or fixed fees. Ask for your total yearly cost in dollars.
What services does Iplan offer?
Financial planning, Investment management for individuals and small businesses, Investment management for businesses and institutions, Choosing other investment managers.
How many advisors work at Iplan?
We list 1 advisor 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.