T.I.P.S. 4 Reps
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$10,656,700
This total excludes 8 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Total clients
7
29% high-net worth
Total advisors
1
of 3 employees
Firm size
Supported
1-3 advisors or $200M+ in AUM
Average clients per advisor
7
Average account size
$1,522,386
About
Integrated Retirement Investment Solutions, LLC, doing business as T.I.P.S. 4 Reps, provides retirement plan advisory, investment management and non-securities consulting and professional succession planning to individuals, high-net-worth clients, businesses and company retirement plans. The firm offers plan-level services such as 401(k) platform and vendor reviews, pooled pension and non‑qualified plan oversight, as well as portfolio management and participant allocation recommendations on an individualized basis.
The firm’s investment work relies heavily on identifying, recommending and monitoring unaffiliated Independent Managers and model allocations, with a notable emphasis on non‑discretionary engagements and advice rather than routine discretionary trading. IRIS conducts initial and ongoing due diligence on recommended managers, may facilitate participant‑level allocation guidance on request, and provides periodic reviews to align manager performance with client objectives.
Distinctive features disclosed in the brochure include a small advisor team supporting a limited client base while reporting substantially more assets under advisement than assets under management, and an unusually high share of non‑discretionary AUM and advisory relationships. The firm also discloses referral and revenue‑sharing arrangements with Independent Managers and Professional Partners, insurance agency activity, and affiliations with non‑investment entities (including donor facilitation and business/tax planning ventures), which the brochure identifies as material conflicts of interest that are disclosed to clients.
Client services
Financial planning
Portfolio management
Pension consulting
Selection of other advisers
Non-advisory consulting and referrals
Expertise
Retirement plans for business owners (SEP, solo 401k)
Business exit / sale strategy
General tax planning
Charitable giving & philanthropy
Occupation focus
Founder/Business Owner
Executive
Demographic focus
Approaching retirement
Fee options
Fixed fees for general consulting and professional succession planning services typically range from $10,000 to $15,000, negotiable.
$0+: 0.20% to 1.50% annually (negotiable) +: Up to 2.00% annually total combined fee including Independent Manager fees
Insurance commissions earned by Mr. Vrablic as an independent insurance professional; separate and in addition to advisory fees.
Hourly consulting fees for general consulting and professional succession planning services ranging from $350 to $500 per hour.
Fee-only: Investment advisory fees ranging from 0.20% to 1.50% annually, negotiable; financial planning services generally provided at no additional cost under Professional Partnership engagements; general consulting and professional succession planning fixed fees typically range from $10,000 to $15,000 or hourly rates of $350 to $500.
Main office location
T.I.P.S. 4 Reps
Avon OH, United States
Number of offices
1
Most active in
T.I.P.S. 4 Reps has reported serving >5 clients in these states in the last 12 months.
California · Ohio · Texas
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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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.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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