Integrated Planning LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
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
Expertise
Fee options
Financial planning fixed fees between $0 and $10,000
Up to 1.50% annually
$500 per hour
Main office
135 Laurens Street SW, Suite 200
Aiken SC 29801
Advisors at this office
2
Most active in
South Carolina
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
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
Advisors at this firm
Brandon W
Series 65
Aiken, SC
Integrated Planning LLC
Brandon Williams is a financial advisor at Integrated Planning LLC with 10 years of industry experience. He holds a Series 65 designation and has worked at Integrated Planning since 2023. Prior to this, he spent seven years at Prosperity Capital Advisors and concurrently serves as executive vice president at The Smith Group, managing tax planning and preparation. Williams is also a licensed insurance agent offering fixed insurance products. Integrated Planning LLC provides discretionary portfolio management and financial planning services to individual and high-net-worth clients. The firm manages approximately $76.7 million across about 161 client relationships, using a proprietary investment approach guided by modern portfolio theory and maintaining documented investment policies for each client.
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.
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”)