Integral Financial Planning LLC

Overview

Integral Financial Planning LLC is an independent Registered Investment Adviser that positions itself as a planning-first firm serving individuals and families and providing portfolio management for individuals and small businesses. The firm operates primarily on a non-discretionary basis, meaning clients retain decision authority while the adviser delivers advice, model allocation guidance and implementation through pooled funds and third-party products. Fee arrangements are planning-centric — hourly and fixed fees — which aligns with an advisor-led, advice-for-fee relationship rather than an AUM-driven compensation model. Investment implementation centers on public funds and mutual funds as the core vehicle set, supplemented by selected alternative managers and insurance solutions where they fit a client’s income or risk objectives. Integral Financial Planning LLC does not position itself as a capital allocator or as an active ESG investor; it also identifies its business activity as accounting in addition to financial planning and portfolio management. The firm registered with the SEC in 2024 and is owned by an individual.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices