Four independent advisors nationwide, with a combined total of $393 million in client assets under administration (AUA), have joined the Integrated Financial Partners (IFP) platform.
Saleah Hewitt, managing director of InvestEd Consulting, with offices in Charleston, S.C. and La Jolla, Calif., brings $53 million in assets under administration (AUA); Brad Tedrick, president of Vantedge in Carlsbad, Calif., brings $80 million in AUA; Jeremy Gottlieb, president and CEO of Gottlieb Wealth Management, located in Carlsbad, Calif., brings $100 million in AUA; and Brian Dawahare and Jay Dortch of FSG, located in Louisville, Ky., bring $160 million in AUA.
IFP recently added 12 advisors to the firm’s platform. Nine came from the independent broker-dealer channel; two from the fee-only RIA community; and one from a wirehouse. With the addition of these four advisors, that total is increased to 16 new advisors, for a total of 127 advisors, located in 36 regional offices nationwide.
Based in Waltham, Mass., IFP is an independent financial advisory firm, established in 1996. IFP provides a comprehensive suite of financial planning services to a national base of predominantly high-net-worth retirees and business owners through its CPA partnership program. IntegratedFinancial Partners is not affiliated Independent Financial Partners, a broker-dealer known by the same IFP acronym.