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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 Oct 1, 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 | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 2 | 6 | increased by4 |
| Apr 1, 2026 | Custody | No | Yes | |
| Apr 1, 2026 | Clients | 412 | 224 | decreased by188 |
| Apr 1, 2026 | AUM | $100,245,398 | $101,384,621 | increased by$1,139,223 |
| Apr 1, 2026 | Accounts | 412 | 429 | increased by17 |
| Dec 1, 2025 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “INTEGRATIVE PLANNING” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“INTEGRATIVE PLANNING” may also match similarly-named firms). Confirm identity against each filing.
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.