Integrated Financial Planning Solutions, LLC

Overview

Integrated Financial Planning Solutions, LLC operates as an independent registered investment adviser and is structured as a limited liability company owned by an individual. The firm’s practice centers on fee-for-service financial planning rather than traditional asset-fee models: it offers hourly and fixed-fee engagements and runs educational seminars and workshops as part of its client services. Its advisor profile combines accounting expertise with financial planning, positioning the firm to deliver tax-aware planning and client education alongside investment guidance. Client mix includes both individuals and families as well as institutional clients, which suggests the firm adapts its engagement model across one-off planning assignments, ongoing advisory relationships and organizational or institutional mandates. The firm reports that it does not pursue ESG-focused investing and it is not registered as a multi-state adviser, indicating a more locally concentrated practice footprint and investment approach.

Assets & Accounts

Investments & Alternatives

Location & Offices