Overview
Assets Under Management: $101 million
Headquarters: CORNELIUS, NC
High-Net-Worth Clients: 36
Average Client Assets: $2.0 million
Frequently Asked Questions
INTEGRATIVE PLANNING, INC. is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #336307), INTEGRATIVE PLANNING, INC. is subject to fiduciary duty under federal law.
INTEGRATIVE PLANNING, INC. is headquartered in CORNELIUS, NC.
INTEGRATIVE PLANNING, INC. serves 36 high-net-worth clients according to their SEC filing dated March 31, 2026. View client details ↓
According to their SEC Form ADV, INTEGRATIVE PLANNING, INC. offers financial planning, portfolio management for individuals, and selection of other advisors. View all service details ↓
INTEGRATIVE PLANNING, INC. manages $101 million in client assets according to their SEC filing dated March 31, 2026.
According to their SEC Form ADV, INTEGRATIVE PLANNING, INC. serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 36
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 70.60%
Average Client Assets: $2.0 million
Total Client Accounts: 429
Discretionary Accounts: 429
Regulatory Filings
CRD Number: 336307
Filing ID: 2082904
Last Filing Date: 2026-03-31 08:52:06