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Insurance Planners and Advisors Group

EST. AUM
$500,000,000

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Firm Details

Metro area Dallas
CRD Number
Website ipafinancialservices.com
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Overview

Insurance Planners and Advisors Group (IPAG) is a Fort Worth-based brokerage general agency and financial planning firm that was recently acquired by Simplicity Group Holdings. The firm specializes in serving the mass affluent market by providing comprehensive insurance solutions and holistic financial planning. Its general investment approach focuses on integrating risk management with wealth accumulation to ensure long-term retirement security and efficient legacy planning for its clients. On April 8, 2026, Simplicity Group Holdings acquired Texas-based Insurance Planners and Advisors Group.

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Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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