# Ifps > Ifps is an SEC-registered investment advisory firm in Heidelberg, Germany, registered since 2025, reporting under $25 million in regulatory assets under management in its Form ADV filing dated May 5, 2026. - CRD: 17935 - Filed as: IFPS - Legal name: Integrated Financial Planning Services - Also doing business as: IFPS - Registration: SEC-registered investment adviser (status as filed: Approved) - Location: Heidelberg, Germany - Filing period: October 2026 - Form ADV filing dated: May 5, 2026 - SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/17935 - AdvisorCensus page: https://advisorcensus.com/firm/ifps-heidelberg-17935 ## Quick answers **How is Ifps compensated?** On its Form ADV (Item 5.E, October 2026), Ifps reports these compensation arrangements: a percentage of assets under its management; hourly charges. **Where is Ifps located?** Ifps' principal office is in Heidelberg, Germany, according to its Form ADV; the June 2026 filing also lists 1 other office (Schedule D, Section 1.F). **Is Ifps registered with the SEC or a state?** Ifps is an SEC-registered investment advisory firm, registered since 2025. Status as filed: Approved. CRD 17935. **How much does Ifps manage?** Ifps reports $4,050,716 in regulatory assets under management in its Form ADV filing dated May 5, 2026 (100% discretionary). **How have Ifps' assets and staff changed since 2025?** In the Form ADV data for Ifps: Total employees: 21 in October 2025 and 21 in October 2026. Assets under management move with markets as well as with clients coming and going. **What types of clients does Ifps serve?** By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (27). **Does Ifps report any disciplinary disclosures?** Reports 3 disclosure items on Form ADV Item 11: yes answers to 11.E(2) (self-regulatory organization's finding of a rule violation), 11.E(3) (self-regulatory organization's finding of causing a business's authorization to be denied, suspended, revoked, or restricted), and 11.E(4) (self-regulatory organization's expulsion, suspension, bar, or restriction). Each question covers the firm and its advisory affiliates, and one event can produce several yes answers. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/17935 **Does Ifps state an account minimum?** Its Form ADV Part 2A brochure dated May 5, 2026 says: "There is a $25,000 household investment minimum." ## From the Form ADV filing ### Compensation (Item 5.E) - A percentage of assets under your management - Hourly charges ### Fees and minimums (Form ADV Part 2A brochure dated May 5, 2026) - Account minimum: $25,000 > There is a $25,000 household investment minimum. As stated in the firm's brochure. Fees can differ by service and may be negotiable. ### Regulatory assets under management (Item 5.F) - Total: $4,050,716 - Discretionary: $4,050,716 - Non-discretionary: $0 ### Clients (Item 5.D) | Client type | Clients | Assets | | --- | --- | --- | | Individuals (other than high net worth individuals) | 27 | $4,050,716 | | High net worth individuals | 0 | $0 | | Banking or thrift institutions | 0 | $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) | 0 | $0 | | Charitable organizations | 0 | $0 | | State or municipal government entities (including government pension plans) | 0 | $0 | | Other investment advisers | 0 | $0 | | Insurance companies | 0 | $0 | | Sovereign wealth funds and foreign official institutions | 0 | $0 | | Corporations or other businesses not listed above | 0 | $0 | | Other | 0 | $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: 21 total, 3 performing advisory functions - Wrap fee program participation: No - States registered or notice-filed: MD - Disclosures (Item 11): Reports 3 disclosure items on Form ADV Item 11. ### Item 11 questions answered yes - 11.E(2): Has a self-regulatory organization or a commodities exchange ever found that the firm or an advisory affiliate was involved in a violation of its rules, other than a minor rule violation under a plan the SEC approved? - 11.E(3): Has a self-regulatory organization or a commodities exchange ever found that the firm or an advisory affiliate was the cause of an investment-related business having its authorization to do business denied, suspended, revoked, or restricted? - 11.E(4): Has a self-regulatory organization or a commodities exchange ever disciplined the firm or an advisory affiliate by expelling or suspending it from membership, barring or suspending it from association with other members, or otherwise restricting its activities? Each question covers the firm and its advisory affiliates: its current employees other than clerical staff, its officers, partners, and directors, and anyone who controls the firm or is controlled by it. One event can produce yes answers to several questions. SEC-registered advisers and exempt reporting advisers may leave out events more than ten years old, and may answer 11.A(2) and 11.B(2) for pending charges only. The detail of each yes answer is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/17935 ### Other offices (Schedule D, Section 1.F), as of the June 2026 filing - Kaiserslautern ### Websites listed on Form ADV (Item 1.I) - [ifpsonline.com](https://ifpsonline.com) ## Assets and staff over time | Data period | Regulatory assets under management | Employees | Filing dated | | --- | --- | --- | --- | | October 2025 | Not reported | 21 | July 18, 2025 | | October 2026 | $4,050,716 | 21 | May 5, 2026 | Total employees: 21 in October 2025 and 21 in October 2026. ## Source Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Ifps (CRD 17935): Form ADV filing data as of October 2026.