Adam Gregory Frey

CFP

Independent Financial Partners

17 Years of Experience

1 DisclosureBrokerSells Insurance

View SEC Summary

Areas of Practice

Retirement PlanningFinancial Planning & Coaching

Independent Financial Partners

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

300 advisors

Number of Clients

45,782 clients

Average Client Portfolio

$274K average

Assets Under Management

$12.5B

Fee Structure

Location

4079 De Zavala Road, San Antonio, TX, 78249

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History

Regulatory History (1)

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Employment Separation After Allegations

October 2018

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Other Business ActivitiesSells Insurance

Adam sells non-variable insurance through general agencies, dedicating about 10-20% of his time to this activity. He also owns a ranch, rental properties, and is involved in several business entities for tax/investment purposes, as well as serving in fiduciary roles for trusts and estates.