Fifr provides financial wellness services, including financial planning tools, proprietary software, and a dedicated financial wellness expert, designed to help clients achieve their financial goals. For clients with an active financial wellness membership, Fifr may also manage certain client assets. Fifr also offers tax preparation and planning services. Investment management is not offered as a standalone service.
Assets Under Management$69M
Clients209
Advisors2
Avg. per Client$330K
Avg. per Advisor$34M
Fee Structure
Planning is included in investment management
Investment management is offered at no additional cost to clients who subscribe to Fifr's financial wellness services. You must be a financial wellness client to receive investment management.
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