INTEGRATED FINANCIAL PLANNING SERVICES

CRD

17935

SEC file #

801-132001

EIN

—

DBA names

Ifps

Economics

AUM

$4.1M

AUM band

<$25M

AUM trajectory

—

Client mix

Individuals Other

Operations

Employees (total)

Advisory staff (per ADV)

Advisory staff (5-yr trend)

'25 · 3 advisors

'26 · 3 advisors

'25'26

3 advisors → 3 advisors▬ 0%

sec adv history

Primary office

—

Branches

—

Custodian & Brokerage

Primary custodian

E*Tradelow confidence

adv brochure

Services offered

Financial planningPortfolio mgmt — individuals

Fee basis

% of AUMHourly charges

Filings

Latest ADV filing

03/02/2026

ADV-W filed at

—

Website

ifpsonline.com

Compliance

Disclosures (firm)

Trademark

—

Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name

THE ESTATE OF BARRY E. SWANSON

Top Owner Pct

87.5

Top Owner Entity Kind

Owner Count

Control Persons

THE ESTATE OF BARRY E. SWANSON

KINKADE, GLENN ALAN

Solo Advisor Indicator

Succession Risk Solo Owner

Is Parent Owned Subsidiary

Yes

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed

sec adv w

Web presence ★

Stale website = winding down

Web Signal Quality

Rdap Domain

IFPSONLINE.COM

Rdap Domain Creation Date

2000-04-20T20:31:13Z

Rdap Firm Age Years

Rdap Firm Age Band

20+y

Rdap Registrar

Network Solutions, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book

form 5500

SEC EDGAR

Edgar Registered

sec edgar

Compliance & brand

Firm Registration Status

active

sec adv w

All other collected signals (13)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed

sec adv w

Bc Firm Active Bc Count

brokercheck firm search

Bc Firm Active IA Count

brokercheck firm search

Bc Firm IAR Count

brokercheck firm search

Custodian Candidates

Full

E*trade

adv brochure

Firm Has Custody

Mailing Office Differs

Rdap Domain Expiration Date

2027-04-20T20:31:13Z

Rdap Domain Last Changed

2024-02-20T06:56:50Z

Rdap Nameservers

Ns85.worldnic.comNs86.worldnic.com

Rdap Secure Dns Enabled

Rdap Status

Client Transfer Prohibited

Trust Company Affiliate