Frederick Whitford
Frederick Whitford is a registered investment advisor at Impact Partnership Wealth, LLC, based in Colorado Springs, CO, with 24 years of industry experience. Frederick operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 8,017 clients with $3B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Individual advisors can set the annual fee up to a maximum of 2.00%. Fees are negotiable on a client-by-client basis.
Fee Estimator
Location
Colorado Springs, CO
Get directionsHistory
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
Specialized Advisors
Emerson Equity LLC
Emerson Equity LLCBroker
Emerson Equity LLC
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Emerson Equity LLC
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Geneos Wealth Management, INC.
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VALIC Financial Advisors, INC.
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Presidential Brokerage, INC.Broker
Metropolitan Life Insurance CompanyBroker
Metlife Securities INC.Broker
Sunset Financial Services, INC.Broker
Bma Financial Services, INC.Broker
Metlife Securities INC.Broker
Metropolitan Life Insurance CompanyBroker
Security First Financial, INC.Broker
The Variable Annuity Marketing CompanyBroker
PFS Investments INC.Broker
Security First Financial, INC.Broker
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.
Exams
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