Integral Financial Planning provides personalized financial planning and investment management advice to individuals. Services include determining financial objectives, identifying financial problems, cash flow management, tax planning, insurance review, investment management, education funding, retirement planning, and estate planning. Integral is compensated only by client fees and does not accept commissions.
Assets Under Management$160M
Clients70
Advisors1
Avg. per Client$2.3M
Avg. per Advisor$160M
Fee Structure
Planning is included in investment management (also available separately)
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.
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