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

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

Integrated Financial Planning Services offers ongoing portfolio management and financial planning, preparing client‑specific investment policy statements and implementing portfolios primarily using mutual funds, equities, bonds, and ETFs. The firm serves individual and high‑net‑worth clients, reports no account minimum, and describes itself as newly formed with no assets under management at the time of the brochure. The firm’s stated investment approach relies on fundamental analysis and a long‑term trading orientation, with accounts reviewed at least monthly and regular portfolio monitoring documented in each client’s investment policy statement. IFPS does not take discretionary trading authority over client accounts, uses Schwab Institutional for custody, and describes the ability to aggregate block trades across accounts while withdrawing advisory fees with client authorization. Notable, and uncommon for firms in this category, is that IFPS is registered as a broker‑dealer and its representatives may accept commissions for the sale of securities, with disclosures and documentation of related conflicts of interest and the option for clients to purchase recommended products through other brokers. The brochure also lists a principal office in Heidelberg, Germany—an unusual principal‑office location for peer firms—and the firm offers hourly financial planning fees in addition to asset‑based management fees.

To learn more about the advisors currently working at Integrated Financial Planning Services, 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.