Integrated Planning Strategies, LLC

Overview

Integrated Planning Strategies, LLC is a small, independent registered investment adviser structured as an LLC and led by an individual owner. The firm focuses on financial planning and portfolio management for individuals, families and small businesses, and it also works with some institutional clients. Its fee menu includes both percentage-of-assets and fixed-fee arrangements. Filing details indicate a conservative posture: the firm’s reported asset mix is concentrated in cash and cash equivalents, and the majority of assets are managed on a discretionary basis. Integrated Planning Strategies maintains an insurance-industry affiliation and uses insurance products as part of client solutions. The adviser is not positioned as a capital allocator and does not describe itself as an active ESG investor or a multistate adviser.

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Location & Offices