# Integral Financial Planning LLC

> 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.

- CRD: 148097
- Filed as: INTEGRAL FINANCIAL PLANNING LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Filing period: October 2026
- Form ADV filing dated: February 10, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/148097
- AdvisorCensus page: https://advisorcensus.com/firm/integral-financial-planning-llc-148097

## Quick answers

**How is Integral Financial Planning LLC compensated?**
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).

**How much does Integral Financial Planning LLC charge?**
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.

**Is Integral Financial Planning LLC registered with the SEC or a state?**
Integral Financial Planning LLC is an SEC-registered investment advisory firm, registered since 2024. Status as filed: Approved. CRD 148097.

**How much does Integral Financial Planning LLC manage?**
Integral Financial Planning LLC reports $158,025,042 in regulatory assets under management in its Form ADV filing dated February 10, 2026 (0% discretionary).

**How have Integral Financial Planning LLC's assets and staff changed since 2025?**
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.

**What types of clients does Integral Financial Planning LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (65); individuals (other than high net worth individuals) (5).

**Which custodians does Integral Financial Planning LLC use?**
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.

**Does Integral Financial Planning LLC report any disciplinary disclosures?**
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

**What changed in Integral Financial Planning LLC's recent Form ADV filings?**
In the March 2026 filing data: Regulatory assets under management went from $138,407,594 to $158,025,042 (+14%).

## From the Form ADV filing

### Compensation (Item 5.E)
- Hourly charges
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated February 10, 2026)

- Flat fee: $3,500 to $6,000 (written Financial Plans)

> The fixed fee range for written Financial Plans is $3,500 to $6,000.

- Hourly rate: $250 an hour (hourly planning services)

> Our hourly planning fees are $250 per hour and negotiable.

- Flat fee: $3,200 to $23,500 a year (Comprehensive Wealth Management)

> 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

- Flat fee: $150 to $400 (income tax preparation)

> Fees for income tax preparation are fixed but vary based upon the complexity of the return. They typically range from $150 to $400.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.
- Nationwide Insurance

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.

### Regulatory assets under management (Item 5.F)
- Total: $158,025,042
- Discretionary: $0
- Non-discretionary: $158,025,042

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 5 | $3,345,892 |
| High net worth individuals | 65 | $154,679,150 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Other

### Firm details
- Registered since: 2024 (1 year)
- Employees: 2 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: IL
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the March 2026 filing
- Schaumburg, IL
- Warrenville, IL

### Websites listed on Form ADV (Item 1.I)
- integralfp.com
- LinkedIn @jennifer-sanchez-506957b
- X @I_JLSANCHEZ

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2025 | $138,407,594 | 2 | March 7, 2025 |
| October 2026 | $158,025,042 | 2 | February 10, 2026 |

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.

## Changes in the filing (last 12 months)

### March 2026
- Regulatory assets under management went from $138,407,594 to $158,025,042 (+14%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Integral Financial Planning LLC (CRD 148097): Form ADV filing data as of October 2026.