INTEGRATED CAPITAL PLANNING LLC

Overview

Integrated Capital Planning LLC is a small, independent registered investment adviser organized as an LLC that serves individual and family clients. The firm’s advisory services center on financial planning and discretionary portfolio management for individuals, small businesses and institutional entities, along with pension consulting and the selection of third‑party advisers when a client’s needs exceed in‑house capabilities. Fee arrangements are flexible: percentage of assets under management, hourly charges and fixed fees are all used depending on the engagement. Investment posture is equity‑oriented. The advisory record shows a clear preference for exchange‑listed securities and exchange‑traded products as core building blocks. The firm is not an active ESG investor and is not structured as a multi‑state adviser. Integrated Capital Planning also acts as a capital allocator when appropriate, sourcing external managers or vehicles to meet client objectives and working alongside accounting professionals as part of client advisory teams.

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Location & Offices