INTEGRATED PLANNING LLC

Overview

Integrated Planning LLC is an independent registered investment adviser organized as an LLC that focuses on financial planning and discretionary portfolio management for individuals, families and small-business owners. The firm operates a fee model that blends asset-based fees with hourly and fixed-fee engagements, suggesting it serves clients who want both ongoing investment management and discrete planning work. Integrated Planning LLC managers favor pooled public funds and mutual funds as the primary vehicle for core equity and fixed-income exposure; discretionary mandates account for all reported AUM, indicating the firm typically takes authority to implement and rebalance client portfolios. The firm does not position itself as a pension consultant or capital allocator and is not identified as an active ESG investor. Where it uses alternatives, it allocates to real estate through third‑party managers rather than running in‑house private equity strategies. Custody and platform choices are concentrated with SEI, which likely shapes the available fund lineup and model/SMAs the firm uses for portfolio construction.

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Location & Offices