{"url":"https://nivawealth.com/firms/investor-s-fiduciary-advisor-network-159301","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/159301","regulatoryAum":787414298,"crd":"159301","adviserRoster":{"asOf":"2026-10-09","items":[{"crd":"2519250","suffix":null,"lastName":"Bigot","firstName":"Francois","middleName":"Roger"},{"crd":"867438","suffix":null,"lastName":"BOWHAY","firstName":"SCOTT","middleName":"PHILBRICK"},{"crd":"1122956","suffix":null,"lastName":"CARTER","firstName":"TODD","middleName":"WILLIAM"},{"crd":"6409856","suffix":null,"lastName":"CLARK","firstName":"KENNETH","middleName":"ROBINSON"},{"crd":"2644738","suffix":null,"lastName":"Connelly","firstName":"Margaret","middleName":"Hoffmaster"},{"crd":"5866709","suffix":null,"lastName":"DONIVAN","firstName":"VINCENT","middleName":"LUKE"},{"crd":"3191263","suffix":null,"lastName":"EHRLICH","firstName":"ROD","middleName":"D"},{"crd":"3203427","suffix":null,"lastName":"ELLIS","firstName":"DEBORAH","middleName":"WEIS"},{"crd":"2082425","suffix":null,"lastName":"HUGHES","firstName":"JEFFREY","middleName":"STEVEN"},{"crd":"5371447","suffix":null,"lastName":"Iglesias 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Fiduciary Advisor Network, LLC","displayName":"Investor's Fiduciary Advisor Network","slug":"investor-s-fiduciary-advisor-network-159301","website":"https://investorfan.com/","classification":{"segment":"individuals","segmentLabel":"Wealth management","type":"independent_wealth_manager","typeLabel":"RIA","feeDisclosure":"full"},"founded":"2011","organization":"Washington limited liability company","fiscalYearEnd":"December","headquarters":{"street":"","city":"","state":"","stateName":"","country":"","postalCode":null},"tradeNames":["Bowhay Investments","Donivan Wealth Management","Investor Fan","Life First Financial Planning, LLC","Margo Porter Panfili","Retirement Risk Managers","Sherpa Wealth Strategies","Visible Wealth Planning"],"registration":{"secApproved":"11 September 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2A","status":"read","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1022916","versionId":1022916,"submittedOn":"2026-03-20"}]},"custodians":[{"name":"Charles Schwab & Co., Inc.","shortName":"Charles Schwab","location":"San Francisco, CA","smaAssets":787414298}],"custodyNote":"Investor's Fiduciary Advisor Network has custody of $183M in client assets for 269 clients.","leadership":[{"name":"Rod Ehrlich","title":"Principal/CCO/Member","crd":"3191263"},{"name":"Jeffrey Hughes","title":"Member","crd":"2082425"}],"ownership":[{"label":"Rod Ehrlich","detail":"Principal/cco/member in the 75% or more ownership band and a control person, since October 2011."},{"label":"Jeffrey Hughes","detail":"Member in the 10% to 25% ownership band, since October 2015."}],"filedOffices":{"otherThanPrincipal":14,"privateResidences":9},"listedOfficeAddresses":6,"foreignOffices":[],"officesByState":[{"state":"California","offices":1,"addresses":[{"street":"1660 School Street","city":"Moraga"}]},{"state":"Nevada","offices":1,"addresses":[{"street":"7201 West Lake Mead BLVD.","city":"Las Vegas"}]},{"state":"Oregon","offices":2,"addresses":[{"street":"444 Ne Norton Ave., #101","city":"Bend"},{"street":"1910 Island Ave","city":"La Grande"}]},{"state":"Virginia","offices":1,"addresses":[{"street":"409 First Street N","city":"Charlottesville"}]}],"brochureServices":["business succession planning","education planning","estate planning","financial planning","insurance","philanthropic planning","retirement plan services","tax planning"],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"425-372-7517","stateRegisteredReps":16,"otherAdviserReps":0,"compensation":["A percentage of assets under management","Fixed fees (other than subscription fees)"],"activities":["Portfolio management for individuals and/or small businesses"],"financialPlanningClients":"0","assetMix":[{"label":"Exchange-traded equity securities","percent":71},{"label":"U.S. government/agency bonds","percent":1},{"label":"Investment grade corporate bonds","percent":4},{"label":"Securities issued by registered investment companies or business development companies","percent":22},{"label":"Cash and cash equivalents","percent":3},{"label":"Other","percent":3,"detail":"Stuctured Notes"}],"privateFunds":0},"sources":{"adv1FilingDate":"20 March 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/159301/PDF/159301.pdf","brochureDate":"20 March 2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1022916","iapdCompiledDate":null,"retrievedDate":"15 October 2026","retrievedOn":"2026-10-15","updatedOn":"2026-10-26","holdingsUpdatedOn":"2026-10-21","adv1Pages":{},"brochurePages":{}},"otherBusiness":[],"faq":[{"question":"How many clients does Investor's Fiduciary Advisor Network have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Investor's Fiduciary Advisor Network offer?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How much does Investor's Fiduciary Advisor Network charge?","answer":"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","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Investor's Fiduciary Advisor Network use?","answer":"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","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Investor's Fiduciary Advisor Network have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Investor's Fiduciary Advisor Network invest in?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Investor's Fiduciary Advisor Network?","answer":"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","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Investor's Fiduciary Advisor Network get paid?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Is Investor's Fiduciary Advisor Network registered with the SEC?","answer":"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","sourceRef":{"doc":"adv1","section":"identity"}},{"question":"How do I contact Investor's Fiduciary Advisor Network?","answer":"Its phone number is 425-372-7517. Its website is investorfan.com.","source":"Form ADV Part 1A, Item 1.F, filed 20 March 2026","sourceRef":{"doc":"adv1","section":"offices"}}],"holdings":null,"notice":"Compiled from public SEC Form ADV filings on the dates in `sources`. Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}