IFP Plan Advisors

Firm Profile

IFP Plan Advisors is a division of Independent Financial Partners (IFP), a Registered Investment Adviser (RIA) located in Tampa, Florida. IFP supports a network of over 475 financial advisors located throughout the United States who specialize in wealth management and retirement plan consulting. As a whole, the advisors at IFP collectively oversee in excess of $35 billion, giving us the ability to access resources such as enhanced technology, vendor support, and marketing opportunities not available to an individual office. Our goal as a firm is to leverage our network and give our advisors access to state-of-the-art resources while still maintaining the feel of a smaller service-driven boutique firm. IFP advisors maintain their independence while owning and operating their books of business, but they always have IFP’s support in building and growing their practices.

KEY CONTACTS
William Hamm, CEO, (813) 341-0960 ext 200, william.hamm@ifpartners.com

Chris Hamm, Executive Vice President, (813) 341-0960 ext 280, chris.hamm@ifpartners.com

Kim Shaw Elliott, President, IFP Plan Advisors, (813) 341-0960 ext 240, kim.shaw.elliott@ifpartners.com

Jay Bloom, Director of Business Development, (813) 341-0960 ext 256, jay.bloom@ifpartners.com

Ignacio Morrell, Senior Compliance Analyst, (813) 341-0960 ext 255, ignacio.morrell@ifpartners.com

WEBSITE
www.IFPartners.com

PRIMARY MARKET(S) SERVED
Micro (<$1 million), Small ($1-$10 million), Mid ($10-$100 million), Large ($100-$250 million), Mega (>$250 million)

OPTIONS AVAILABLE
• Retirement Sales Desk Reps
• Business Development Consultants
• Recruiter for Retirement Plan Advisors
• 3rd Party Vendor Analysis Tool
• 3rd Party Investment Analysis Tool
• Benchmarking Tools
• Participant Advice/Participant Services
• CRM/Data Aggregation
• Allows Fiduciary Declaration3(21)/3(38)
• 408(b)(2) – in-house or outsourced
• Plan sponsor fiduciary training
• Stable value analysis
• Minimum fee schedules
• In-house ERISA counsel, ERISA compliance staff, transitions support team, marketing, branding and design, and CFA’s

3rd Party Clearing BD: LPL Financial

10 home office employees supporting the retirement business

Key Contacts

William Hamm, CEO, (813) 341-0960 ext 200, william.hamm@ifpartners.com

Chris Hamm, Executive Vice President, (813) 341-0960 ext 280, chris.hamm@ifpartners.com

Kim Shaw Elliott, President, IFP Plan Advisors, (813) 341-0960 ext 240, kim.shaw.elliott@ifpartners.com

Jay Bloom, Director of Business Development, (813) 341-0960 ext 256, jay.bloom@ifpartners.com

Ignacio Morrell, Senior Compliance Analyst, (813) 341-0960 ext 255, ignacio.morrell@ifpartners.com

WEBSITE
www.IFPartners.com