A complete list of active advisors currently associated with Integrated Planning & Investments
Warmer can help you find a great advisor at Integrated Planning & Investments or one who fits your needs even better.
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.
To learn more about the advisors currently working at Integrated Planning & Investments, 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.
Name |
Location |
Years of experience |
|---|---|---|
Clovis, CA
| 20
| |
Clovis, CA
| 11
|
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