# Ipsen Advisor Group

> Ipsen Advisor Group is an SEC-registered investment advisory firm in Little Rock, AR, registered since 2022, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 16, 2026.

- CRD: 318010
- Filed as: IPSEN ADVISOR GROUP
- Legal name: Ipsen Advisor Group LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Little Rock, AR
- Filing period: October 2026
- Form ADV filing dated: March 16, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/318010
- AdvisorCensus page: https://advisorcensus.com/firm/ipsen-advisor-group-little-rock-ar-318010

## Quick answers

**How is Ipsen Advisor Group compensated?**
On its Form ADV (Item 5.E, October 2026), Ipsen Advisor Group reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**How much does Ipsen Advisor Group charge?**
Its Form ADV Part 2A brochure dated March 16, 2026 states: Flat fee: $900 to $5,000 (Financial Planning); Hourly rate: $600 an hour (Financial Planning). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Ipsen Advisor Group located?**
Ipsen Advisor Group's principal office is in Little Rock, AR, according to its Form ADV.

**Is Ipsen Advisor Group registered with the SEC or a state?**
Ipsen Advisor Group is an SEC-registered investment advisory firm, registered since 2022. Status as filed: Approved. CRD 318010.

**How much does Ipsen Advisor Group manage?**
Ipsen Advisor Group reports $236,098,593 in regulatory assets under management in its Form ADV filing dated March 16, 2026 (94% discretionary).

**How have Ipsen Advisor Group's assets and staff changed since 2022?**
In the Form ADV data for Ipsen Advisor Group: Regulatory assets under management: $168,476,615 in the October 2022 data and $236,098,593 in the October 2026 data, up 40%. Total employees: 5 in October 2022 and 5 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Ipsen Advisor Group serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (290); high net worth individuals (47).

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

**Does Ipsen Advisor Group 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/318010

**Does Ipsen Advisor Group state an account minimum?**
Its Form ADV Part 2A brochure dated March 16, 2026 says: "We have no minimum account size."

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated March 16, 2026)

- Account minimum: None

> We have no minimum account size.

- Flat fee: $900 to $5,000 (Financial Planning)

> As a fixed fee, typically ranging from $900 to $5,000, depending on the nature and complexity of each client’s circumstances, or

- Hourly rate: $600 an hour (Financial Planning)

> On an hourly basis of up to $600 per hour

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

### Custodians (Schedule D, Section 5.K(3))
- National Financial Services 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: $236,098,593
- Discretionary: $222,518,739
- Non-discretionary: $13,579,854

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 290 | $100,505,914 |
| High net worth individuals | 47 | $126,100,023 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | Fewer than 5 | $4,623,979 |
| Corporations or other businesses not listed above | Fewer than 5 | $4,868,677 |

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

### Firm details
- Registered since: 2022 (4 years)
- Employees: 5 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AR, AZ, FL, GA, KY, LA, OH, TN, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [ipsenadvisorgroup.com](https://ipsenadvisorgroup.com)

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2022 | $168,476,615 | 5 | August 4, 2022 |
| October 2023 | $203,532,254 | 4 | April 21, 2023 |
| October 2024 | $192,000,253 | 5 | August 20, 2024 |
| October 2025 | $217,766,402 | 5 | March 27, 2025 |
| October 2026 | $236,098,593 | 5 | March 16, 2026 |

Regulatory assets under management: $168,476,615 in the October 2022 data and $236,098,593 in the October 2026 data, up 40%.
Total employees: 5 in October 2022 and 5 in October 2026.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Ipsen Advisor Group (CRD 318010): Form ADV filing data as of October 2026.