Integrative Planning, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Integrative Planning, Inc. is an SEC‑registered advisory firm formed on May 9, 2025 that provides discretionary asset management, financial planning, and consulting to individuals, small businesses, trusts, estates, pooled investment vehicles, and charities. As of the brochure date it reports approximately $101.4 million in discretionary assets under management and implements portfolios through strategic and tactical model portfolios, custom portfolios, and, at times, sub‑advisors.
The firm’s investment process combines strategic, periodically rebalanced allocations with tactical, rules‑based models that the brochure describes as “mathematically based,” using trend identification, economic indicators, and proprietary algorithms to adjust asset class exposure; holdings may include equities, ETFs, mutual funds, REITs, private equity and the use of options or other instruments where appropriate. Integrative also offers comprehensive financial planning and separate consulting engagements, and allows clients to impose reasonable written restrictions while typically operating on a discretionary basis and billing fees monthly through custodial debit.
A noteworthy operational feature disclosed in the brochure is that several of Integrative’s investment adviser representatives are also licensed insurance agents who may recommend and sell commission‑based fixed annuities, life insurance, and long‑term care products; Integrative states it does not manage those insurance products and that such sales generate external compensation to the IARs, a potential conflict the firm discloses. The firm is a small adviser team (three advisors) serving about 224 clients, emphasizes the use of model and sub‑advised strategies, and notes its recent formation and explicit policies on fee debit, custody, and proxy voting for prospective clients to consider.
Client services
Expertise
Fee options
$0 - $749,999: 1.50% $750,000 - $1,499,999: 1.25% $1,500,000 - $2,999,999: 1.00% $3,000,000 - $9,999,999: 0.75% $10,000,000 - $24,999,999: 0.50% $25,000,000+: 0.25%
$250 to $500 per hour
Account minimum: $10,000
Main office
19520 W Catawba Ave., Suite 311
Cornelius NC 28031
Advisors at this office
3
Most active in
North Carolina · South Carolina
Also doing business as
Integrative Planning, Inc. · Integrative Wealth Management, LLC · Intregrative Planning, Inc.
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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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.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Advisors at this firm
Andrew G
Series 63, Series 65
Cornelius, NC
Integrative Planning, Inc.
Andrew Gibson is a financial advisor at Integrative Planning, Inc. with 12 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Vanguard Advisors, Inc. and Alphastar Capital Management, LLC. Integrative Planning, Inc. provides discretionary asset management, model-portfolio implementation, and financial planning services primarily for individual clients. The firm manages approximately $100 million across about 400 clients, employing strategic and rules-based tactical portfolios that incorporate a variety of asset classes and quantitative, technical, and fundamental analysis.
Shawn L
Series 65
Cornelius, NC
Integrative Planning, Inc.
Shawn Lee is a Series 65 licensed advisor at Integrative Planning, Inc. with 15 years of industry experience. His prior roles include positions at Alphastar Capital Management, Milestone Asset Management, Brookstone Capital Management, and Beacon Wealth Advisors. He is also CEO of the Learning for Life Foundation, a nonprofit focused on lifestyle and financial well-being. Integrative Planning, Inc. provides discretionary asset management, model-portfolio implementation, and financial planning services primarily for individual households. The firm combines strategic and tactical portfolios using a variety of asset classes and emphasizes tax-aware asset location and rebalancing.
Nicholas L
CFP®, Series 63, Series 65
Cornelius, NC
Integrative Planning, Inc.
Nicholas Lavella is a CFP® professional with 10 years of industry experience. He currently works at Integrative Planning, Inc. and has prior experience with Beacon Wealth Advisors, Alphastar Capital Management, LLC, and The Vanguard Group, Inc. Integrative Planning, Inc. is an SEC-registered advisory firm providing discretionary asset management, financial planning, and consulting services to individuals, small businesses, trusts, estates, pooled investment vehicles, and charities. The firm uses a combination of strategic and tactical model portfolios, custom portfolios, and sub-advisors, managing approximately $101.4 million in discretionary assets.
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