{
  "crd_number": 148097,
  "slug": "integral-financial-planning-llc-148097",
  "primary_business_name": "INTEGRAL FINANCIAL PLANNING LLC",
  "legal_name": "INTEGRAL FINANCIAL PLANNING LLC",
  "dbas": [],
  "city": null,
  "state": null,
  "country": null,
  "cbsa_code": null,
  "metro": null,
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2024-11-26",
  "years_registered": 1,
  "period": "2026-10-01",
  "filing_date": "2026-02-10",
  "carried_forward": false,
  "raum_total": 158025042.0,
  "raum_discretionary": 0.0,
  "raum_non_discretionary": 158025042.0,
  "raum_band": "100m_500m",
  "raum_band_label": "$100 million to $500 million",
  "total_employees": 2,
  "advisory_employees": 1,
  "client_count_bucket": null,
  "clients_by_type": {
    "individuals": {
      "raum": 3345892.0,
      "count": 5
    },
    "high_net_worth_individuals": {
      "raum": 154679150.0,
      "count": 65
    }
  },
  "compensation_types": [
    "fixed",
    "hourly"
  ],
  "advisory_activities": [
    "financial_planning",
    "other",
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "IL"
  ],
  "websites": [
    "https://integralfp.com",
    "https://linkedin.com/in/jennifer-sanchez-506957b",
    "https://twitter.com/I_JLSANCHEZ"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/148097",
  "city_as_filed": null,
  "url": "https://advisorcensus.com/firm/integral-financial-planning-llc-148097",
  "display_name": "Integral Financial Planning LLC",
  "summary": "Integral Financial Planning LLC is an SEC-registered investment advisory firm, registered since 2024, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated February 10, 2026.",
  "citation": "AdvisorCensus. Integral Financial Planning LLC (CRD 148097): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "Hourly charges",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Other"
  ],
  "quick_answers": [
    {
      "q": "How is Integral Financial Planning LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Integral Financial Planning LLC reports these compensation arrangements: hourly charges; fixed fees (other than subscription fees)."
    },
    {
      "q": "How much does Integral Financial Planning LLC charge?",
      "a": "Its Form ADV Part 2A brochure dated February 10, 2026 states: Flat fee: $3,500 to $6,000 (written Financial Plans); Hourly rate: $250 an hour (hourly planning services); Flat fee: $3,200 to $23,500 a year (Comprehensive Wealth Management); Flat fee: $150 to $400 (income tax preparation). Fees can differ by service and may be negotiable; the brochure is the complete statement."
    },
    {
      "q": "Is Integral Financial Planning LLC registered with the SEC or a state?",
      "a": "Integral Financial Planning LLC is an SEC-registered investment advisory firm, registered since 2024. Status as filed: Approved. CRD 148097."
    },
    {
      "q": "How much does Integral Financial Planning LLC manage?",
      "a": "Integral Financial Planning LLC reports $158,025,042 in regulatory assets under management in its Form ADV filing dated February 10, 2026 (0% discretionary)."
    },
    {
      "q": "How have Integral Financial Planning LLC's assets and staff changed since 2025?",
      "a": "In the Form ADV data for Integral Financial Planning LLC: Regulatory assets under management: $138,407,594 in the October 2025 data and $158,025,042 in the October 2026 data, up 14%. Total employees: 2 in October 2025 and 2 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Integral Financial Planning LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: high net worth individuals (65); individuals (other than high net worth individuals) (5)."
    },
    {
      "q": "Which custodians does Integral Financial Planning LLC use?",
      "a": "Integral Financial Planning LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. and Nationwide Insurance as custodians holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Integral Financial Planning LLC report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/148097"
    },
    {
      "q": "What changed in Integral Financial Planning LLC's recent Form ADV filings?",
      "a": "In the March 2026 filing data: Regulatory assets under management went from $138,407,594 to $158,025,042 (+14%)."
    }
  ],
  "filing_history": [
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 138407594.0,
      "total_employees": 2,
      "filing_date": "2025-03-07"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 158025042.0,
      "total_employees": 2,
      "filing_date": "2026-02-10"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-03-01",
      "period_label": "March 2026",
      "notes": [
        "Regulatory assets under management went from $138,407,594 to $158,025,042 (+14%)."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated February 10, 2026",
    "provided_by_the_firm": false,
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": null,
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": null,
    "planning_fees": [
      "Flat fee: $3,500 to $6,000 (written Financial Plans)",
      "Hourly rate: $250 an hour (hourly planning services)",
      "Flat fee: $3,200 to $23,500 a year (Comprehensive Wealth Management)",
      "Flat fee: $150 to $400 (income tax preparation)"
    ],
    "figures": [
      {
        "label": "Planning fee",
        "statements": [
          "Flat fee: $3,500 to $6,000 (written Financial Plans)"
        ],
        "quotes": [
          "The fixed fee range for written Financial Plans is $3,500 to $6,000."
        ]
      },
      {
        "label": "Planning fee",
        "statements": [
          "Hourly rate: $250 an hour (hourly planning services)"
        ],
        "quotes": [
          "Our hourly planning fees are $250 per hour and negotiable."
        ]
      },
      {
        "label": "Planning fee",
        "statements": [
          "Flat fee: $3,200 to $23,500 a year (Comprehensive Wealth Management)"
        ],
        "quotes": [
          "The annual fee for our comprehensive wealth management services is billed quarterly in arrears based on an annual fixed fee ranging from $3,200 to $23,500"
        ]
      },
      {
        "label": "Planning fee",
        "statements": [
          "Flat fee: $150 to $400 (income tax preparation)"
        ],
        "quotes": [
          "Fees for income tax preparation are fixed but vary based upon the complexity of the return. They typically range from $150 to $400."
        ]
      }
    ],
    "values": {
      "tiers": [],
      "range_pct": null,
      "max_pct": null,
      "account_minimum": null,
      "minimum_annual_fee": null,
      "planning": [
        {
          "kind": "flat",
          "amount": null,
          "min": 3500.0,
          "max": 6000.0,
          "period": "one_time",
          "service": "written Financial Plans"
        },
        {
          "kind": "hourly",
          "amount": 250.0,
          "min": null,
          "max": null,
          "period": "hour",
          "service": "hourly planning services"
        },
        {
          "kind": "flat",
          "amount": null,
          "min": 3200.0,
          "max": 23500.0,
          "period": "annual",
          "service": "Comprehensive Wealth Management"
        },
        {
          "kind": "flat",
          "amount": null,
          "min": 150.0,
          "max": 400.0,
          "period": "one_time",
          "service": "income tax preparation"
        }
      ]
    },
    "quotes": [
      "The fixed fee range for written Financial Plans is $3,500 to $6,000.",
      "Our hourly planning fees are $250 per hour and negotiable.",
      "The annual fee for our comprehensive wealth management services is billed quarterly in arrears based on an annual fixed fee ranging from $3,200 to $23,500",
      "Fees for income tax preparation are fixed but vary based upon the complexity of the return. They typically range from $150 to $400."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "Charles Schwab & Co., Inc.",
      "name_as_filed": "CHARLES SCHWAB & CO., INC.",
      "affiliated": false
    },
    {
      "name": "Nationwide Insurance",
      "name_as_filed": "NATIONWIDE INSURANCE",
      "affiliated": false
    }
  ],
  "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.",
  "markdown_url": "https://advisorcensus.com/firm/integral-financial-planning-llc-148097.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 5,
      "fewer_than_5": false,
      "raum": 3345892.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 65,
      "fewer_than_5": false,
      "raum": 154679150.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/148097",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}