Be advised. This firm is no longer registered.

Independent Planning Service

Independent Planning Service (CRD# 158496) is a financial advisory firm headquartered in Jacksonville, FL. They manage $46,990,596 in 360 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    47
    MILLION
  • Total Number of Accounts
    360
    ACCOUNTS
  • Average Account Value
    $130,529
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

FL

Financial Advisors at Independent Planning Service
No Advisor Found.
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