Integrated Planning LLC

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Client assets under management

$76,691,509

Clients

161

13% high-net-worth

Advisors

of 2 employees

Firm type

Supported

1-4 advisors or >$200M in AUM

Clients per advisor

High

Average account size

$476,345

About

Integrated Planning LLC provides ongoing discretionary portfolio management and standalone financial planning to individual and high‑net‑worth clients, managing about $76.7 million for roughly 161 client relationships. The firm creates an Investment Policy Statement for each client and offers services that include asset allocation, asset selection, and regular portfolio monitoring.

Investment decisions are guided by modern portfolio theory and a firm-specific proprietary methodology that seeks diversified exposure across mutual funds, ETFs (including precious‑metals ETFs), equities, fixed income, REITs, TIPS, and select non‑U.S. securities. Accounts are generally managed on a discretionary basis, and the firm documents risk tolerance and objectives in each client’s IPS.

Distinctive operational features disclosed in the brochure include a firm requirement that clients custody assets with a single approved custodian (SEI) and an explicit prohibition on directed brokerage. The brochure also discloses that firm principals engage in outside insurance and retirement/tax planning activities, creating potential conflicts of interest that the firm says it discloses and monitors, and notes the firm was formed in 2023 and maintains no account minimums.

Client services

Financial planning Portfolio management

Expertise

Wealth management College savings (529s, UTMA, etc.)

Fee options

Fixed

Financial planning fixed fees between $0 and $10,000

Percentage

Up to 1.50% annually

Project-based

$500 per hour

Main office location

Integrated Planning LLC

135 Laurens Street Sw, Suite 200

Aiken SC 29801, United States

Number of offices

Most active in

South Carolina

Disclosures

Business activities & affiliations

Is not active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

Broker-dealer / trader

They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.

Bank

They're affiliated with a bank that may offer its own financial products and services.

Trust company

They provide trust and estate administration services, typically for separate fees.

Fund sponsor

They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

Lawyer

They provide legal services, typically billed separately.

Real estate agent

They facilitate real estate transactions and may earn commissions.

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate fees.

Forms ADV

Form ADV Part 2: Client Brochure

Quick links

803-645-2890

Advisors at this firm

Brandon W

Series 65

Aiken, SC

Integrated Planning LLC

Brandon Williams is a financial advisor with Integrated Planning LLC, holding a Series 65 designation and nine years of industry experience. He previously worked at Prosperity Capital Advisors and has been an executive vice president at The Smith Group, Inc., where he is involved in management and tax planning. Williams is also a licensed insurance agent and offers fixed insurance products. Integrated Planning LLC provides portfolio management and financial planning services to individual and high-net-worth clients, using a diversified investment approach grounded in modern portfolio theory. The firm delivers investment policy statements and offers discretionary portfolio management along with one-time and hourly financial planning services.

Wealth management College savings (529s, UTMA, etc.)

William K

Series 65

Aiken, SC

Integrated Planning LLC

William Kemp is a financial advisor at Integrated Planning LLC with two years of industry experience. He holds a Series 65 designation and has worked at Integrated Planning since 2024. Prior to this, he has experience in tax preparation and planning as a tax manager at The Smith Group, where he also serves as a licensed insurance agent. Integrated Planning LLC provides portfolio management and financial planning services to individual and high-net-worth clients. The firm utilizes a diversified investment approach based on modern portfolio theory and long-term trading, implementing strategies through written investment policy statements and regular account reviews.

Wealth management College savings (529s, UTMA, etc.)

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