Integrated Financial Coaching And Planning
RIASEC Registered
Total AUM
$10.6M
Discretionary
$9.9M
94% of AUM
Avg account
$168K
Accounts
63
Employees
1
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 324478
- Website
- www.integratedfcp.com
- Custodians
- CHARLES SCHWAB & CO., INC., THE VANGUARD GROUP, INC.
- Fee structure
- Fixed Fees
- Client types
- Individuals59.52%
- HNWI40.48%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Integrated Financial Coaching And Planning is an independent, owner-operated RIA organized as an LLC that focuses on individual and family clients. The firm offers financial planning and portfolio management for individuals and small businesses and charges fixed fees for its advisory work. It does not identify as an ESG-focused investor, does not describe itself as a multi-state adviser, and is not structured as a capital allocator to third‑party managers.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds74%
- Cash & Cash Equivalents15%
- US Government Bonds11%
Contacts
1 of 1
Anne Mcfarland
Business OwnerCRD 6536377
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations
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