Jennifer Sanchez
Jennifer Sanchez is a CFP-designated registered investment advisor at Integral Financial Planning LLC, based in Naperville, IL, with 17 years of industry experience. Jennifer operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Investment Management, and 2 more. Their firm serves 70 clients with $160M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
A written financial plan is required before Integral Financial Planning can offer Comprehensive Wealth Management services. The annual fee for Comprehensive Wealth Management ranges from $3,200 to $23,500, depending on the complexity of your financial situation. Fees are billed quarterly in arrears. The advisory fee is negotiable.
Contact
Jennifer Sanchez
Location
Naperville, IL
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Jennifer prepares personal income taxes from home as a self-employed individual since 2000. This activity is non-investment related and occurs only between January and April.
Employment History
Current Registrations
Integral Financial Planning LLC
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
Additional Information
Jennifer L. Sanchez is an educated, compassionate woman whose skill set and experiences suite her well for a role in financial planning. Jennifer is passionate about helping clients achieve their goals, and works diligently to provide the highest quality of work to each and every client. She served on the Midwest Regional Board of Directors for NAPFA to help promote fee-only planning, and served on the NAFPA Consumer Education Board (NCEF). Jennifer attended the University of Illinois in Champaign/ Urbana from which she graduated with High Honors and a Bachelors of Science degree in Accountancy. In 1994, she passed the Certified Public Accountant (CPA) Exam in Illinois and began working for Arthur Andersen LLP in Chicago. While at Andersen, Jennifer was assigned to challenging public and private companies as an experienced audit manager. In 2002, Jennifer pursued a new career in financial planning. From 2002 to 2008, Ms. Sanchez worked for a fee-only financial planning firm. During this time, Jennifer completed the required courses in Financial Planning and passed the comprehensive Certified Financial Planner (CFP) Exam. In 2008, Ms. Sanchez started Integral Financial Planning LLC in Naperville, Illinois. Jennifer is a Registered Investment Adviser with the State of Illinois, and maintains compliance with the continuing education and other requirements set forth by the CFP Board and Illinois Department of Professional Regulators. In addition, Jennifer prepares personal income tax returns for her clients.