Integrated Planning & Investments
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$101,000,000
Clients
205
Advisors
2
of 2 employees
About
Integrated Planning & Investments is a small advisory firm that provides discretionary asset management, comprehensive financial planning (including an ongoing subscription service), and ERISA 3(21) retirement-plan advisory services to individuals, high‑net‑worth clients, trusts, and pension or profit‑sharing plans. The firm reports approximately $107 million in assets under management across about 205 client relationships and operates with two advisers.
Portfolios are managed under written client objectives with discretionary trading authority, and the firm uses a mix of fundamental, technical, charting and cyclical analysis while conducting periodic portfolio monitoring and quarterly account reviews. When appropriate, the firm may hire sub‑advisors to implement model strategies, and its subscription planning service schedules quarterly meetings that address tax projections, legacy planning, employer benefits, and outside account monitoring.
What is uncommon for a firm of this size is its ownership affiliation with an accounting practice that provides tax preparation and advisory services and its offering of educational seminars for businesses on financial wellness; both relationships and offerings are disclosed in the brochure as potential conflicts and are governed by the firm’s fiduciary and disclosure practices. The firm’s advisers also maintain insurance and tax‑preparer activities for separate compensation and the brochure describes how those outside business activities, use of sub‑advisors, and custodian arrangements are disclosed and mitigated.
Client services
Expertise
Occupation focus
Fee options
Financial planning fees up to $10,000 negotiable; Seminars up to $5,000 negotiable
$0 - $500,000: 1.50% $500,000.01 - $1,000,000: 1.35% $1,000,000.01 - $2,000,000: 1.25% $2,000,000.01+: 1.00%
Financial planning subscription service fees $600 to $10,000 annually negotiable, billed monthly or quarterly in advance
Fee-only: Financial planning fees up to $10,000 negotiable; Financial planning subscription service fees $600 to $10,000 annually negotiable; Seminars up to $5,000 negotiable
Main office
1606 Clovis Ave.
Clovis CA 93612
Advisors at this office
2
Most active in
California · Nevada · Texas
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
Quick links
Advisors at this firm
Jonathan H
CFP®, Series 66
Clovis, CA
Integrated Planning & Investments
Jonathan Holt is a CFP® and holds a Series 66 license with 11 years of industry experience. He is currently with Integrated Planning & Investments and Integrated CPA Group LLP, having previously worked at Principal Financial Services and Principal Life Insurance Company. Holt serves on the board of the Fresno Sunset Rotary and is involved with the Financial Planning Association in Fresno as a board member. Integrated Planning & Investments is a small advisory firm managing approximately $107 million in assets across 205 client relationships. The firm offers discretionary asset management, comprehensive financial planning, and ERISA 3(21) retirement-plan advisory services, utilizing a combination of fundamental, technical, charting, and cyclical analysis, and operates in affiliation with an accounting practice that provides tax preparation and advisory services.
Christopher F
Series 65, Series 66
Clovis, CA
Integrated Planning & Investments
Christopher Fide is a financial advisor with Integrated Planning & Investments in Clovis, CA, holding Series 65 and Series 66 licenses and bringing 20 years of industry experience. He previously worked at Principal Financial Services and Principal Life Insurance Company for nine years and is currently a partner and tax advisor at Integrated CPA Group LLP. Integrated Planning & Investments is a small advisory firm serving individuals, high-net-worth clients, trusts, and retirement plans, managing approximately $107 million in assets. The firm provides discretionary asset management and comprehensive financial planning using a combination of fundamental, technical, and cyclical analysis, and offers an ongoing subscription planning service.
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