Integrated Planning Strategies, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$12,189,498
This total excludes 1 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Clients
10
60% high-net-worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
10
LowAverage account size
$1,218,950
About
Integrated Planning Strategies, LLC is a fee‑only registered investment adviser that provides personalized portfolio management to individual investors and advisory services to retirement plans. The firm manages both discretionary and nondiscretionary accounts and conducts ongoing monitoring with at least quarterly reviews.
IPS emphasizes individualized planning rather than preset allocation models, documenting each client’s objectives in a written Investment Policy Statement and using fundamental, technical, and cyclical analysis to select stocks, bonds, ETFs, and mutual funds. The firm may employ long‑ and short‑term purchases and tactical techniques such as covered‑call option strategies while keeping clients involved in portfolio decisions.
A distinguishing feature is that the firm’s principal is a licensed life and health insurance agent who brokers term life and senior health policies through an unaffiliated broker, Tabor Brokerage, with insurance activity handled outside the advisory firm. The brochure also highlights use of somewhat more complex instruments and considerations — including funds that may employ leverage and option strategies — and the firm intentionally maintains a small, closely served client base rather than a large roster.
Client services
Financial planning
Portfolio management
Expertise
Options & derivatives strategies
Fee options
Negotiated fixed dollar fee for clients with less than $26,000 to invest, not exceeding 2.25% annually.
$0 - $500,000: $400 plus 0.75% per annum $500,000+: 0.50% per annum
Account minimum: $26,000 Minimum fee: $400 annual minimum for accounts up to $500,000 Fee-only: Fee-only investment advisory firm; no commissions or revenue sharing received.
Main office location
Integrated Planning Strategies, LLC
Oklahoma City OK, United States
Number of offices
1
Most active in
Integrated Planning Strategies, LLC has reported serving >5 clients in these states in the last 12 months.
Oklahoma · Texas
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
-
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.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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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.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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