Adin Rodriguez

25 Years of Experience

8 DisclosuresBrokerSells Insurance

Areas of Practice

Investment ManagementRetirement PlanningEducation PlanningInsurance PlanningTax PlanningEstate PlanningBusiness OwnersHigh Net Worth

Ipi Wealth Management, INC.

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

69 advisors

Number of Clients

10,743 clients

Average Client Portfolio

$209K average

Assets Under Management

$2.2B

Fee Structure

AUM-Based Fees (Tiered)

Assets Under Management	Annual Fee
Up to $250K	2.00%
$250K - $500K	1.50%
$500K - $1.0M	1.25%
$1.0M - $3.0M	1.00%
$3M+	0.75%

Fee schedule can be negotiated on a case-by-case basis.

Fee Estimator

Your Portfolio Value

$500K

$0$500K$1M$5M$20M

Estimated Annual Fee

—

Location

226 W. Eldorado, Decatur, IL, 62522

Get directions

History

Regulatory History (8)

What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.

Customer Dispute

December 2014

Settled

Customer Dispute

December 2013

Settled

Customer Dispute

June 2013

Settled

Customer Dispute

April 2012

Withdrawn

Customer Dispute

November 2010

Settled

Customer Dispute

July 2010

Award / Judgment

Customer Dispute

January 2008

Closed-No Action

Customer Dispute

July 2004

Settled

View Full SEC Report How to Read Disclosures

Other Business ActivitiesSells Insurance

Adin is an independent life and annuity insurance agent through various agencies since 2001. He spends minimal time on insurance during market hours.

Employment History

Current Registrations

Investment Planners, INC.Broker

October 2020 - Present · 5 yrs 4 mos

Ipi Wealth Management, INC.

October 2020 - Present · 5 yrs 4 mos

Previous Registrations

Npa Asset Management, LLC

January 2018 - October 2020 · 2 yrs 9 mos

Nationwide Planning Associates INC.Broker

March 2014 - October 2020 · 6 yrs 7 mos

Oriental Financial Services CORP.Broker

August 2013 - January 2014 · 5 mos

Ofs Securities, INC.Broker

July 2007 - August 2013 · 6 yrs 1 mo

Wachovia Securities, LLC

March 2007 - May 2007 · 2 mos

Wachovia Securities, LLCBroker

January 2004 - May 2007 · 3 yrs 4 mos

Morgan Stanley Dw INC.Broker

May 2000 - October 2003 · 3 yrs 5 mos

State Registrations3 states

FLPRVA

AdvisorBrokerBoth

Exams

No exam information available for this advisor.