Integrative Planning, Inc.

Overview

Integrative Planning, Inc. is an independent, privately owned registered investment adviser that serves individual and family clients. The firm is organized as a corporation and reports SEC registration in 2025. It operates as a capital allocator that both manages portfolios and selects outside managers on behalf of clients. Core services include financial planning, portfolio management for individuals and small businesses, and the selection of other advisers. The firm also acts as an insurance broker and charges clients on a percentage-of-assets-under-management basis, with hourly fees available for certain engagements. Integrative Planning identifies as not being an active ESG investor and does not position itself as a multi-state or pension consultant adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives