A complete list of active advisors currently associated with Integrated Financial Coaching and Planning

Warmer can help you find a great advisor at Integrated Financial Coaching and Planning or one who fits your needs even better.

Integrated Financial Coaching and Planning is a fee-only registered investment adviser that works with individuals, families, high-net-worth clients and small businesses. The firm offers comprehensive financial planning with ongoing investment management and also provides a limited-scope Financial Fitness Review engagement for shorter, consultative work. The firm uses a strategic asset-allocation approach, building diversified portfolios primarily with no-load mutual funds and ETFs, periodically rebalancing and occasionally tilting toward factor exposures such as Size, Value and Profitability; its stated emphasis is on diversification, cost control and tax efficiency. It acts as a fiduciary for retirement accounts, typically manages client accounts on a discretionary basis, and conducts reviews at least annually. Notably, the firm does not use percentage-of-assets billing, relying instead on fixed-fee and limited-engagement arrangements—a billing model that is less common among independent advisers. The practice is a solo operation with a small client base (18 clients) and managed assets of $9,973,518 in discretionary accounts and $660,292 in non-discretionary accounts as of December 31, 2024, and the firm’s founder discloses a separate life and business coaching practice as an outside business activity.

To learn more about the advisors currently working at Integrated Financial Coaching and Planning, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.