Integrated Financial Planning Solutions, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$0
Clients
150
Advisors
1
of 1 employees
About
Integrated Financial Planning Solutions, LLC provides fee-only financial planning and investment consultation to individuals, trusts, estates, small-business retirement plans, and charitable organizations. The firm also offers income tax return preparation performed by its principal, Aaron Wieand, CPA/PFS, CFP®, and delivers project-based and ongoing planning on topics such as retirement, tax, estate, cash-flow, and risk management.
IFPS typically develops recommendations using fundamental analysis and a Core + Satellite framework, and presents written or electronic plans for clients to implement. The firm does not exercise discretionary portfolio management or custody client assets; clients retain final implementation and trading responsibility while IFPS provides ongoing monitoring and periodic reviews as requested.
Compared with many solo independent advisers, IFPS combines accounting and tax-return services with fiduciary employee benefit plan consulting for employer-sponsored, participant-directed retirement plans—services the brochure notes under ERISA. The firm also offers educational seminars and speaking engagements, and uses fixed, recurring, or hourly planning fees rather than a percentage-of-assets-under-management billing model.
Client services
Expertise
Fee options
Fixed fees for ongoing financial planning (monthly/quarterly), project-based financial planning, employee benefit plan services, educational seminars, and personal tax return preparation (amounts negotiable, generally not exceeding $500 in advance more than six months)
$240.00 per hour for project-based financial planning
Recurring fixed fee for ongoing financial planning payable monthly or quarterly in arrears; fees negotiable and based on client needs and complexity
Fee-only: Fixed fees for project-based and ongoing financial planning, hourly rate $240.00 per hour for project-based planning
Main office
203 South Main Street, Suite 2 A
Goshen IN 46526
Advisors at this office
1
Most active in
Indiana · Michigan
Also doing business as
Integrated Financial Planning Solution, LLC · Integrated Financial Planning Solutions, LLC · Liechty, John L.
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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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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.
Forms ADV
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