Frederick Whitford
Frederick Whitford is a registered investment advisor at Impact Partnership Wealth, LLC, based in Port Orange, FL, with 23 years of industry experience. Frederick operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 5,181 clients with $1.7B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
IPW charges a percentage of your portfolio annually for investment management. The exact percentage can vary depending on the advisor you work with, up to a maximum of 1.65%. The fee includes IPW's compensation and sometimes a portion for the model portfolio manager. Cash in a model portfolio is included in the billing, but non-modelized cash is not billed for investment advisory fees.
Location
Port Orange, FL
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Regulatory History (1)
Financial
April 2025Other Business ActivitiesSells Insurance
Frederick is the owner/president of Retirement Design Group, Inc., an insurance sales and marketing company, dedicating about half his time to it. He is also the co-founder of Oxygen To You, a rental service for oxygen concentrators, spending minimal time on it.
Employment History
Current Registrations
Impact Partnership Wealth, LLC
Previous Registrations
Advisor Share Wealth Management
First Down Financial
Brookstone Capital Management LLC
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State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.