Investor's Fiduciary Advisor Network provides portfolio management for individuals and small businesses, business succession planning, education planning, estate planning, financial planning, insurance, philanthropic planning, retirement plan services, and tax planning.
Investor's Fiduciary Advisor Network reports 887 clients. They include 639 individual clients, 235 high-net-worth individuals and 7 charitable organizations. Of its assets, 100.0% ($787M across 2,236 accounts) are managed with discretion.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 72% | 27% |
| High-net-worth individuals | 26% | 73% |
| Charitable organizations | <1% | <1% |
| Corporations and other businesses | <1% | <1% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 639 | $213M | 27.1% | $334K |
| High-net-worth individuals | 235 | $572M | 72.6% | $2.43M |
| Charitable organizations | 7 | $1.52M | 0.2% | $217K |
| Corporations and other businesses | 6 | $537K | 0.1% | $89.5K |
| Total | 887 | $787M | 100% | $888K |
- Clients
- 639
- Regulatory AUM
- $213M
- AUM share
- 27.1%
- Avg. per client
- $334K
- Clients
- 235
- Regulatory AUM
- $572M
- AUM share
- 72.6%
- Avg. per client
- $2.43M
- Clients
- 7
- Regulatory AUM
- $1.52M
- AUM share
- 0.2%
- Avg. per client
- $217K
- Clients
- 6
- Regulatory AUM
- $537K
- AUM share
- 0.1%
- Avg. per client
- $89.5K
Total
- Clients
- 887
- Regulatory AUM
- $787M
- AUM share
- 100%
- Avg. per client
- $888K
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 0
Investor's Fiduciary Advisor Network charges up to 2.00% for its Investment Management. The brochure does not state whether the rate is annual. The fee is billed in advance or in arrears. The brochure also prices one other service, listed under fee details.
Fee details and sources
Other fees
- Financial Consulting
- Standalone financial consulting has a fixed fee of up to $20,000 for an engagement, or up to $10,000 for a financial plan, and no more than $20,000 a year when paid on an ongoing basis.
Rod Ehrlich owns 75% or more of Investor's Fiduciary Advisor Network. It has 18 employees, 16 of them in advisory roles.
Leadership
- Rod EhrlichPrincipal/CCO/Member
- Jeffrey HughesMember
Investment adviser representatives
14 representatives listed in the SEC register as of 9 October 2026.
Staff
- 18 employees
- 16 in advisory functions
- 16 state-registered reps
- 10 insurance agents
- Owns 75% or more of Investor'S Fiduciary Advisor Network, LLC
Rod Ehrlich
Control person · since October 2011
- Owns 10% to 25% of Investor'S Fiduciary Advisor Network, LLC
Jeffrey Hughes
since October 2015
Investor's Fiduciary Advisor Network’s regulatory assets grew 4.5× from $174M (March 2021) to $787M (March 2026); clients rose from 490 to 887 and employees from 8 to 18.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| March 2026 | $787M | 887 | 18 | 15 |
| May 2025 | $428M | 634 | 13 | 12 |
| June 2024 | $255M | 514 | 8 | 9 |
| June 2023 | $186M | 496 | 8 | 8 |
| February 2022 | $229M | 570 | 9 | 7 |
| March 2021 | $174M | 490 | 8 | 6 |
Besides its headquarters, Investor's Fiduciary Advisor Network has 14 offices (9 private residences, listed without an address), with 6 listed addresses across 4 states.
Oregon · 2 listed addresses
- 444 Ne Norton Ave., #101, Bend
- 1910 Island Ave, La Grande
California · 1 listed address
- 1660 School Street, Moraga
Nevada · 1 listed address
- 7201 West Lake Mead BLVD., Las Vegas
Virginia · 1 listed address
- 409 First Street N, Charlottesville
Choose a state to see its listed addresses.
Other business names
Investor's Fiduciary Advisor Network has reported 8 other business names to the SEC.
- Bowhay Investments
- Donivan Wealth Management
- Investor Fan
- Life First Financial Planning, LLC
- Margo Porter Panfili
- Retirement Risk Managers
- Sherpa Wealth Strategies
- Visible Wealth Planning
Contact and registration details
- Legal name
- Investor'S Fiduciary Advisor Network, LLC
- Headquarters
- Not reported
- Website
- investorfan.com
- Phone
- 425-372-7517
- SEC file
- 801-111660
- Founded
- 2011
- Structure
- Washington LLC
- Fiscal year end
- December
Investor's Fiduciary Advisor Network uses Charles Schwab ($787M) as custodian for its separately managed accounts. Investor's Fiduciary Advisor Network has custody of $183M in client assets for 269 clients.
- Charles SchwabCharles Schwab & Co., Inc. · San Francisco, CA · $787M100%
At year end, Investor's Fiduciary Advisor Network’s separately managed accounts were mostly in stocks (71%) and funds (22%).
What the accounts hold
- Stocks71%
- Funds22%
- Bonds5%
- Investment grade corporate bonds4%
- U.S. government and agency bonds1%
- Cash3%
- Other3%
- Stuctured notes3%
How many clients does Investor's Fiduciary Advisor Network have?
Investor's Fiduciary Advisor Network has 887 clients and manages $787 million for them, as of March 2026. They include 639 individual clients, 235 high-net-worth individuals and 7 charitable organizations.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 20 March 2026
What services does Investor's Fiduciary Advisor Network offer?
Investor's Fiduciary Advisor Network provides portfolio management for individuals and small businesses, business succession planning, education planning, estate planning, financial planning, insurance, philanthropic planning, retirement plan services, and tax planning.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4
How much does Investor's Fiduciary Advisor Network charge?
Investor's Fiduciary Advisor Network charges up to 2.00% for its Investment Management. The brochure does not state whether the rate is annual. The fee is billed in advance or in arrears.
Source: ADV PART 2A, filed 20 March 2026
Which custodians does Investor's Fiduciary Advisor Network use?
Investor's Fiduciary Advisor Network’s separately managed account assets are held at Charles Schwab & Co., Inc. (San Francisco, CA), with $787M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 20 March 2026
How many financial advisors does Investor's Fiduciary Advisor Network have?
Investor's Fiduciary Advisor Network has 16 investment adviser representatives registered with state securities authorities, out of 18 employees, and 16 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 10 employees are licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Investor's Fiduciary Advisor Network invest in?
At the end of its last fiscal year, Investor's Fiduciary Advisor Network’s separately managed accounts held 71% exchange-traded equities, 22% registered funds (mutual funds, ETFs, BDCs), 4% investment grade corporate bonds, 3% cash and equivalents, 3% other and 1% U.S. government and agency bonds. The 3% other category is described as: Stuctured Notes.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Investor's Fiduciary Advisor Network?
Investor's Fiduciary Advisor Network’s direct owners are Rod Ehrlich (75% or more) and Jeffrey Hughes (10% to 25%).
Source: Form ADV Part 1A, Schedules A and B, filed 20 March 2026
How does Investor's Fiduciary Advisor Network get paid?
Investor's Fiduciary Advisor Network is paid through a percentage of assets under management and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
Is Investor's Fiduciary Advisor Network registered with the SEC?
Yes, Investor's Fiduciary Advisor Network has been registered with the SEC as an investment adviser since 11 September 2017. Its CRD number is 159301 and its SEC file number is 801-111660.
Source: Form ADV Part 1A, Item 1, filed 20 March 2026; IAPD firm record
How do I contact Investor's Fiduciary Advisor Network?
Its phone number is 425-372-7517. Its website is investorfan.com.