A complete list of active advisors currently associated with Integrative Planning, Inc.
Warmer can help you find a great advisor at Integrative Planning, Inc. or one who fits your needs even better.
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.
To learn more about the advisors currently working at Integrative Planning, Inc., 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 |
|---|---|---|
Cornelius, NC
| 12
| |
Cornelius, NC
| 10
| |
Cornelius, NC
| 15
|
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