Fee-only adviser · Plymouth, MI
Ipex, Inc.
Ipex, Inc. is a fee-only investment adviser registered with the U.S. Securities and Exchange Commission, with its main office in Plymouth, Michigan. On its latest Form ADV, filed June 17, 2026, it reports $2.7B in regulatory assets under management, 3 individual clients and 2 employees who give investment advice. It reports no commission compensation, is not registered as a broker-dealer and does not act as an insurance agent.
Key facts from Form ADV
| Registration | SEC-registered |
|---|---|
| Firm CRD number | 124337 · SEC file 801-71851 |
| Office | 156 West Liberty Street Plymouth, MI 48170 |
| Phone | (734) 451-0777 |
| Website | www.ipexusa.com |
| Regulatory assets under management | $2.7B ($1.6B discretionary) |
| Individual clients | 0 non-high-net-worth, 3 high-net-worth |
| Financial planning clients | 0 |
| How it charges | Percentage of assets, Fixed fee |
| Services | Portfolio management, Pension consulting |
| Employees | 3 |
| Disciplinary disclosures | None reported |
| Latest Form ADV filing | June 17, 2026 |
Source: the firm’s Form ADV Part 1A as published by the SEC’s Investment Adviser Public Disclosure database, data as of November 6, 2026. Figures are self-reported by the firm.
What this means for you
- It offers hourly or fixed-fee arrangements, so you may be able to pay for a plan without handing over your investments.
- It also charges a percentage of assets managed for ongoing investment management.
- Most of its individual clients are high-net-worth, which on Form ADV means they meet the SEC’s qualified-client or qualified-purchaser test: broadly, more than $1 million managed by the adviser or a net worth above $2 million, with the thresholds indexed for inflation.
- It reports no disciplinary history on Form ADV.
Before you hire any adviser
Read the firm’s Form ADV Part 2 brochure on its SEC record: it sets out fees, minimums, conflicts of interest and who will manage your money. Ask whether the firm acts as a fiduciary for all of your accounts, how it is paid in total, and who holds your assets. Our guide to choosing a financial adviser lists the questions to ask.
Other fee-only advisers in Plymouth
- Gem Asset Management, LLC $628M
- Kral Financial Advisors, LLC $247M
- Autumn Financial Advisors, LLC $22M
- JLB & Associates Inc $893M
- Voorman Investment Counsel LLC $24M
- Schwartz Investment Counsel Inc $3.7B
See all 7 fee-only advisers in Plymouth →
Nearby
- Canton 1 firm
- Northville 5 firms
- Ypsilanti 1 firm
- Novi 6 firms
- South Lyon 1 firm
- Livonia 5 firms
- Ann Arbor 20 firms
- Farmington Hills 4 firms
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