Integrated Financial Consulting, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$139,254,646
Clients
87
Advisors
1
of 1 employees
About
Integrated Financial Consulting, LLC is a fee-only advisory that provides personalized financial planning and investment management to individuals (including high-net-worth clients), trusts, pension and profit-sharing plans, charitable organizations, and small businesses. The firm offers comprehensive planning that can include tax and estate planning advice and does not accept commissions or sell financial products.
The firm applies a functional asset allocation framework and typically implements portfolios using mutual funds, ETFs, individual securities, and bonds with an emphasis on clients’ long-term objectives. Uncommonly for this peer group, Integrated Financial Consulting manages all client assets on a non‑discretionary basis—obtaining client consent before effecting transactions—and conducts account reviews based on client events or prearranged schedules.
Distinctive aspects include a solo, fee‑only practice managing approximately $141.5 million for a relatively small client base and the inclusion of charitable organizations among its clients, a less common client type for independent advisors. The firm maintains affiliations with professional networks such as NAPFA and the XY Planning Network, emphasizes fiduciary duties for retirement accounts, and leaves proxy voting and trade aggregation decisions to clients.
Client services
Expertise
Fee options
Fixed fee for limited scope financial planning engagements; amount negotiated and agreed upon before engagement
1.5% - 1.0% (negotiable, depending on assets managed)
$300 - $750 per hour, depending on complexity of engagement
Minimum fee: Annual fixed fee ranging from $5,000 to $250,000, based on client's non-capital gain income, net worth, and complexity of financial situation Fee-only: Fee-only financial planning and investment management services; no commissions or fees from products
Main office
365 Route 59, Suite 251
Airmont NY 10952
Advisors at this office
1
Most active in
New Jersey · New York
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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