Iplan

Overview

Iplan is a state registered investment adviser based in Winter Haven, FL, registered since 2021. It reports $30.9M in assets under management across 133 accounts, with 1 employees. It has 1 investment adviser representatives.

Reported AUM

$30.9M

Discretionary

64%

Accounts

133

Average account

$232K

Employees

1

Advisory reps

1

Registered since

2021

Jurisdictions

2

As reported in the firm's March 2026 filing.

Contact

1 phone number on file

Practice

Services

• Financial Planning
• Individuals or Small Business
• Portfolio Management for Businesses or Institutional Clients
• Selection of Other Advisors

Client types

• High Net Worth Individuals
• Individuals

Fee structure

Fixed Fees and Percentage of Assets

Executive officers 1 of 1

• Bryan Christopher Beamer President, Chief Compliance Officer CRD 4756995

Advisory reps 1 of 1

• Bryan Christopher Beamer Insurance Agent · Investment Adviser Rep CRD 4756995

Location

Headquarters

2514 Partridge Dr
Winter Haven, FL 33884

County

Polk

Metro area

Lakeland-Winter Haven, FL

Region

South

Registrations

• State registered
• Registered in 2 jurisdictions
• Website: iplan4wealth.com

Every state, with registration dates

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