RIA Intel›Advisers›Virginia›INDEPENDENT FINANCIAL PLANNING, LLC

INDEPENDENT FINANCIAL PLANNING, LLC

Advisory

VA

Data as of Jan 5, 2026 · Source: SEC Form ADV

Rank in VA

#584

of 588 advisers by AUM

Average account

$124K

across 367 accounts

AUM per adviser

$23M

2 advisers

Source: SEC Form ADV. Figures as filed Jan 5, 2026.

Total AUM

$46M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

2

Assets Under Management

Total AUM$46M

Discretionary AUM$46M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients212

Team

Total Employees2

Investment Advisers2

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InVA

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

212 clients

11 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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