# Integrated Financial Coaching and Planning

> Integrated Financial Coaching and Planning is a state-registered investment advisory firm in Weaverville, NC, registered since 2023, reporting under $25 million in regulatory assets under management in its Form ADV filing dated February 26, 2026.

- CRD: 324478
- Filed as: INTEGRATED FINANCIAL COACHING AND PLANNING
- Legal name: Integrated Financial Coaching and Planning, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Weaverville, NC
- Filing period: October 2026
- Form ADV filing dated: February 26, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/324478
- AdvisorCensus page: https://advisorcensus.com/firm/integrated-financial-coaching-and-planning-weaverville-nc-324478

## Quick answers

**How is Integrated Financial Coaching and Planning compensated?**
On its Form ADV (Item 5.E, October 2026), Integrated Financial Coaching and Planning reports these compensation arrangements: fixed fees (other than subscription fees).

**Where is Integrated Financial Coaching and Planning located?**
Integrated Financial Coaching and Planning's principal office is in Weaverville, NC, according to its Form ADV.

**Is Integrated Financial Coaching and Planning registered with the SEC or a state?**
Integrated Financial Coaching and Planning is a state-registered investment advisory firm, registered since 2023. Status as filed: APPROVED. CRD 324478.

**How much does Integrated Financial Coaching and Planning manage?**
Integrated Financial Coaching and Planning reports $10,597,810 in regulatory assets under management in its Form ADV filing dated February 26, 2026 (94% discretionary).

**What types of clients does Integrated Financial Coaching and Planning serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (16); high net worth individuals (2).

**Does Integrated Financial Coaching and Planning report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/324478

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $10,597,810
- Discretionary: $9,937,518
- Non-discretionary: $660,292

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 16 | $6,307,917 |
| High net worth individuals | 2 | $4,289,893 |

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

### Firm details
- Registered since: 2023 (3 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: NC
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- integratedfcp.com

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Integrated Financial Coaching and Planning (CRD 324478): Form ADV filing data as of October 2026.