# Fifr

> Fifr is an SEC-registered investment advisory firm, registered since 2025, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated March 30, 2026.

- CRD: 328620
- Filed as: FIFR
- Legal name: Fifr, Inc.
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Filing period: October 2026
- Form ADV filing dated: March 30, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/328620
- AdvisorCensus page: https://advisorcensus.com/firm/fifr-328620

## Quick answers

**How is Fifr compensated?**
On its Form ADV (Item 5.E, October 2026), Fifr reports these compensation arrangements: fixed fees (other than subscription fees).

**How much does Fifr charge?**
Its Form ADV Part 2A brochure dated March 30, 2026 states: Subscription: $450 a quarter (Financial Wellness Services Core (Individuals)); Subscription: $600 a quarter (Financial Wellness Services Core (Families)); Subscription: $900 a quarter (Financial Wellness Services Plus Proactive Tax (Individuals)). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Is Fifr registered with the SEC or a state?**
Fifr is an SEC-registered investment advisory firm, registered since 2025. Status as filed: Approved. CRD 328620.

**How much does Fifr manage?**
Fifr reports $68,013,090 in regulatory assets under management in its Form ADV filing dated March 30, 2026 (100% discretionary).

**How have Fifr's assets and staff changed since 2025?**
In the Form ADV data for Fifr: Regulatory assets under management: $42,150,195 in the October 2025 data and $68,013,090 in the October 2026 data, up 61%. Total employees: 5 in October 2025 and 1 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Fifr serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (201); high net worth individuals (13).

**Which custodians does Fifr use?**
Fifr's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Altruist Financial LLC as a custodian holding 10% or more of its separately managed account assets.

**Does Fifr report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/328620

**Does Fifr state an account minimum?**
Its Form ADV Part 2A brochure dated March 30, 2026 says: "There is no minimum account size for Fifr’s services."

**What changed in Fifr's recent Form ADV filings?**
In the February 2026 filing data: Employees performing advisory functions went from 4 to 1. Regulatory assets under management went from $42,150,195 to $68,681,411 (+63%). Updated its list of owners and control persons (Schedule A).

## From the Form ADV filing

### Compensation (Item 5.E)
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated March 30, 2026)

- Account minimum: None

> There is no minimum account size for Fifr’s services.

- Subscription: $450 a quarter (Financial Wellness Services Core (Individuals))

> Financial Wellness Services Core ● Up to $450 per quarter (Individuals)

- Subscription: $600 a quarter (Financial Wellness Services Core (Families))

> Financial Wellness Services Plus Direct Indexing ● Up to $600 per quarter (Individuals)

- Subscription: $900 a quarter (Financial Wellness Services Plus Proactive Tax (Individuals))

> Financial Wellness Services Plus Proactive Tax ● Up to $900 per quarter (Individuals)

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Altruist Financial LLC

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $68,013,090
- Discretionary: $68,013,090
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 201 | $39,312,031 |
| High net worth individuals | 13 | $28,701,059 |
| Banking or thrift institutions | Fewer than 5 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | Fewer than 5 | $0 |
| Charitable organizations | Fewer than 5 | $0 |
| State or municipal government entities (including government pension plans) | Fewer than 5 | $0 |
| Other investment advisers | Fewer than 5 | $0 |
| Insurance companies | Fewer than 5 | $0 |
| Sovereign wealth funds and foreign official institutions | Fewer than 5 | $0 |
| Corporations or other businesses not listed above | Fewer than 5 | $0 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2025 (1 year)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AZ, CA, DC, GA, IL, MA, NH, NJ, NV, NY, OH, OR, TN, TX, VA, WA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- fifr.io
- Facebook facebook.com
- Instagram @fifr.io
- LinkedIn @fifr
- LinkedIn @daniel-alfi
- TikTok @fifr.io

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2025 | $42,150,195 | 5 | April 30, 2025 |
| October 2026 | $68,013,090 | 1 | March 30, 2026 |

Regulatory assets under management: $42,150,195 in the October 2025 data and $68,013,090 in the October 2026 data, up 61%.
Total employees: 5 in October 2025 and 1 in October 2026.

## Changes in the filing (last 12 months)

### February 2026
- Employees performing advisory functions went from 4 to 1.
- Regulatory assets under management went from $42,150,195 to $68,681,411 (+63%).
- Updated its list of owners and control persons (Schedule A).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Fifr (CRD 328620): Form ADV filing data as of October 2026.