Integral Financial Planners

Overview

Integral Financial Planners is a small, independent registered investment adviser structured as a limited liability company and owned by an individual. The firm focuses on financial planning and portfolio management for individuals and small businesses, charging clients either a percentage of assets under management or fixed fees. Investment activity centers on pooled public funds and mutual funds as the primary portfolio vehicles, with supplemental allocations to third‑party alternative managers for diversification. The adviser does not identify as an active ESG investor and does not operate as a multi‑state or pension consulting practice. The firm’s client base is narrow and relationship‑driven: with a low client count and relatively large average client balances, the business model points to hands‑on planning and customized portfolio oversight rather than mass‑market advice or institutional servicing.

Assets & Accounts

Investments & Alternatives

Location & Offices