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Interactive Financial Advisors

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Total assets under management

$337,782,613

Total clients

2,151

2% high-net worth

Total advisors

37

of 37 employees

Firm size

Multi Team

Average clients per advisor

58

Average account size

$157,035

About

Interactive Financial Advisors works with individuals (including high‑net‑worth and non‑HNW clients), as well as pension and profit‑sharing plans, trusts, estates and charitable organizations, offering portfolio management, financial planning and advisory consulting. Its services include branded programs such as Invest With Trust and Legacy, selection of third‑party model providers and sub‑advisory arrangements, retirement‑plan advisory, and financial plans produced through a CARES process that results in a Making Life Better Official Report.

The firm typically manages client assets on a discretionary basis using asset‑allocation models that span conservative to aggressive objectives and primarily implements strategies with ETFs (Invest With Trust) and mutual funds (Legacy). IFA states it uses Modern Portfolio Theory and fundamental analysis, employs the TIFIN Wealth Risk tool to profile investor risk, and deploys model portfolios and third‑party model providers via the Axos Advisor Services platform with ongoing monitoring and periodic rebalancing.

Notable features compared with many peers include a multi‑office structure (37 advisors across 31 offices serving roughly 2,151 clients with about $337.8 million in discretionary AUM), a formal family/employee pricing program, and a set of affiliation and referral arrangements — including sub‑advisor fee sharing, relationships with Fortune Financial Services that allow some IARs to receive broker‑dealer or insurance commissions, and a marketing/referral agreement with Ramsey Solutions’ SmartVestor. For its Invest With Trust and Legacy clients the firm requires custody at Axos Advisor Services and discloses its role in selecting third‑party models and sub‑advisors, which the brochure identifies as potential sources of conflicts the firm manages and discloses.

Client services

Financial planning Portfolio management Selection of other advisers

Fee options

Fixed

Fixed fees for financial planning services ranging generally from $48 to $7,500, negotiable depending on scope and complexity

Percentage

$0 - $24,999: 0.95% - 2.45% (Non 403b accounts, Invest With Trust service) $25,000 - $49,999: 0.90% - 2.40% (Non 403b accounts, Invest With Trust service) $50,000 - $249,999: 0.80% - 2.30% (Non 403b accounts, Invest With Trust service) $250,000 - $499,999: 0.71% - 1.91% (Non 403b accounts, Invest With Trust service) $500,000 - $999,999: 0.62% - 1.82% (Non 403b accounts, Invest With Trust service) $1,000,000+: 0.50% - 1.70% (Non 403b accounts, Invest With Trust service) $0 - $24,999: 1.02% - 2.52% (403b accounts, Invest With Trust service) $25,000 - $49,999: 0.97% - 2.47% (403b accounts, Invest With Trust service) $50,000 - $249,999: 0.87% - 2.37% (403b accounts, Invest With Trust service) $250,000 - $499,999: 0.72% - 1.92% (403b accounts, Invest With Trust service) $500,000 - $999,999: 0.57% - 1.77% (403b accounts, Invest With Trust service) $1,000,000+: 0.42% - 1.62% (403b accounts, Invest With Trust service) $1,000 - $24,999: 1.35% (Legacy service) $25,000 - $49,999: 1.30% (Legacy service) $50,000 - $249,999: 1.25% (Legacy service) $250,000 - $499,999: 1.21% (Legacy service) $500,000+: 1.00% (Legacy service)

Commissions

Some Investment Adviser Representatives (IARs) are also registered representatives and may earn commissions and 12b-1 fees through securities broker-dealer activities; insurance commissions may also be earned by some IARs

Project-based

$100 to $400 per hour for modular financial planning or general consulting services

Other

Account minimum: $1,000 minimum, with some strategies requiring $2,000 to $25,000 minimum Minimum fee: Account service fees: $10 per quarter for accounts $24,999.99 and under; $18.75 per quarter for accounts $25,000 or more (Invest With Trust service); $12.50 per quarter for Legacy service accounts Fee-only: Portfolio management fees based on percentage of assets under management; fixed fees for financial planning ($48 to $7,500); hourly fees for consulting ($100 to $400 per hour)

Disclosures

More info

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

More info

Main office location

Interactive Financial Advisors

100 Batson Ct., Suite 104

New Lenox IL 60451, United States

Number of offices

31

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

LinkedIn Website 630-472-1300

Advisors at this firm

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Paul W

Series 63, Series 65

Little Falls, MN

Interactive Financial Advisors
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David I

Series 63, Series 65

Champlin, MN

Interactive Financial Advisors
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Brigid T

Series 65

New Lenox, IL

Interactive Financial Advisors
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Brent L

CFP®

Great Falls, MT

Interactive Financial Advisors
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Mark B

ChFC®, Series 63, Series 66

Onalaska, WI

Interactive Financial Advisors
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Olga K

Series 65

Kill Devil Hills, NC

Interactive Financial Advisors
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Daniel S

ChFC®, Series 63

Chandler, AZ

Interactive Financial Advisors
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David R

Series 63, Series 65

Manassas, VA

Interactive Financial Advisors
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Dennis W

Series 65

Green Lake, WI

Interactive Financial Advisors
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Warren C

CFP®, Series 63, Series 65

Salt Lake City, UT

Interactive Financial Advisors
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Paul B

Series 63, Series 65

New Lenox, IL

Interactive Financial Advisors
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Mark J

Series 63, Series 65

South Jordan, UT

Interactive Financial Advisors
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Nathan B

Series 63, Series 65, Series 66

Onalaska, WI

Interactive Financial Advisors
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John B

Series 65

Apple Valley, CA

Interactive Financial Advisors
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William M

Series 63, Series 66

Heathsville, VA

Interactive Financial Advisors
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