INTEGRATIVE PLANNING, INC.

Overview

Integrative Planning, Inc. is an independent registered investment adviser that serves individual and family clients with a mix of financial planning, discretionary portfolio management and adviser selection. The firm operates as a capital allocator, meaning it builds client portfolios from a combination of internally managed positions, third‑party managers and external funds. Its advisory work spans comprehensive planning and day‑to‑day portfolio oversight for individuals and small businesses, and it also operates as an insurance broker, which commonly feeds into its use of annuities and insurance‑based solutions alongside investment management. The firm is not an ESG investor and is organized as a corporation with individual ownership. It is registered with the SEC as of 2025 and is not registered as a multistate adviser, suggesting its regulatory footprint and client work are concentrated within a limited geographic area. Fee arrangements include both a percentage-of-AUM model and hourly charges, reflecting a blend of ongoing advisory relationships and project or planning engagements.

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