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INTEGRATIVE PLANNING, INC.
CRD 336307File 801-133844
APPROVED
Retail clients
Custody
Disclosure events
Filing as of Aug 7, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$101.4M
Bottom 25% of cohort (national)
Discretionary AUM
$101.4M
Clients
224
429 accounts
Employees
6
Bottom 25% of cohort in NC
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- ARO
- Registration date
- Nov 25, 2025
- Principal office
- 19520 W CATAWBA AVE., SUITE 311, CORNELIUS, NC, 28031
- Phone
- (704) 947-8444
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $101.4M
- Discretionary AUM
- $101.4M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 429
- Non-discretionary accounts
- 0
- Total accounts
- 429
- AUM per client
- $453K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 36 | $71.6M |
| Individuals (other than high net worth individuals) | 188 | $29.8M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11- Q11H2
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.