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
| 12
|
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)