Advisor at IP Financial Advisory Services LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
IP Financial Advisory Services LLC
Location
Broadlands, VA
Credentials
Series 63, Series 65
Industry experience
8 years
Sophearath Uoy is a financial advisor at IP Financial Advisory Services LLC with 8 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at IP Financial Advisory Services since 2020. In addition to his advisory role, he is president and owner of Sophearath Uoy, CPA, P.C., a firm providing bookkeeping, tax, auditing, payroll, and consulting services to individuals and small to medium-sized businesses. IP Financial Advisory Services primarily serves individual retail clients, focusing on portfolio management, financial planning, and retirement-plan consulting. The firm offers customized portfolio construction and monitoring, often using discretionary authority, and refers clients to third-party investment advisors while providing a range of investment advisory and insurance-related services.
Based on IP Financial Advisory Services LLC
Based on IP Financial Advisory Services LLC
Fixed fees for consulting and financial planning ranging from $500 to $20,000 per plan
Less than $10,000 - $24,999: 1.25% to 3% $25,000 - $100,000: 1.00% to 2.75% $100,000 - $250,000: 0.75% to 2.50% Greater than $250,000+: 0.50% to 2.00%
Hourly fees up to $500 per hour for consulting and financial planning services
Account minimum: $150,000 Minimum fee: Financial planning and consulting services fees paid at time of service or upon billing, hourly fees up to $500 per hour, fixed fees range from $500 to $20,000 per plan Fee-only: Consulting fees on hourly, flat, recurring, or fixed-fee basis; fees paid at time of service or upon billing
Broadlands, VA
Virginia
IP Financial Advisory Services
2020 - Present (6 years)
Innovation Partners LLC
2016 - Present (10 years)
Sophearath Uoy, CPA, P.C.
2015 - Present (11 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
CFP®, Series 65
Reston, VA
Oakton Financial, LLC
Series 65
Brambleton, VA
Simplify Investments
CFP®, Series 63
Fairfax, VA
David N. Hainsworth, C.P.A., P.C.
Series 65
Vienna, VA
Solution Factory, LLC
Series 66
Gaithersburg, MD
Enroute Wealth Management, LLC
Series 65
Oak Hill, VA
Financial Solutions, LLC
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")