# Investment Fiduciary Planners, LLC

> Investment Fiduciary Planners, LLC is a state-registered investment advisory firm in Denver, CO, registered since 2017, reporting under $25 million in regulatory assets under management in its Form ADV filing dated April 16, 2026.

- CRD: 287842
- Filed as: INVESTMENT FIDUCIARY PLANNERS, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Denver, CO
- Filing period: October 2026
- Form ADV filing dated: April 16, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/287842
- AdvisorCensus page: https://advisorcensus.com/firm/investment-fiduciary-planners-llc-denver-co-287842

## Quick answers

**How is Investment Fiduciary Planners, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Investment Fiduciary Planners, LLC reports these compensation arrangements: a percentage of assets under its management. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Investment Fiduciary Planners, LLC located?**
Investment Fiduciary Planners, LLC's principal office is in Denver, CO, according to its Form ADV.

**Is Investment Fiduciary Planners, LLC registered with the SEC or a state?**
Investment Fiduciary Planners, LLC is a state-registered investment advisory firm, registered since 2017. Status as filed: APPROVED. CRD 287842.

**How much does Investment Fiduciary Planners, LLC manage?**
Investment Fiduciary Planners, LLC reports $11,770,511 in regulatory assets under management in its Form ADV filing dated April 16, 2026 (37% discretionary).

**What types of clients does Investment Fiduciary Planners, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (106); high net worth individuals (4).

**Does Investment Fiduciary Planners, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/287842

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Regulatory assets under management (Item 5.F)
- Total: $11,770,511
- Discretionary: $4,373,257
- Non-discretionary: $7,397,254

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 106 | $8,433,687 |
| High net worth individuals | 4 | $3,336,824 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2017 (9 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CO
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- calendly.com/investmentfp
- investmentfp.com
- LinkedIn @NICKDONALDSON

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Investment Fiduciary Planners, LLC (CRD 287842): Form ADV filing data as of October 2026.