{
  "crd_number": 130920,
  "slug": "integrated-financial-consulting-llc-airmont-ny-130920",
  "primary_business_name": "INTEGRATED FINANCIAL CONSULTING, LLC",
  "legal_name": "INTEGRATED FINANCIAL CONSULTING, LLC",
  "dbas": [],
  "city": "Airmont",
  "state": "NY",
  "country": "United States",
  "cbsa_code": "35620",
  "metro": {
    "cbsa_code": "35620",
    "common_name": "New York",
    "msa_name": "New York-Newark-Jersey City, NY-NJ",
    "path": "/advisors/ny/new-york"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2016-01-29",
  "years_registered": 10,
  "period": "2026-10-01",
  "filing_date": "2026-03-18",
  "carried_forward": false,
  "raum_total": 141472440.0,
  "raum_discretionary": 0.0,
  "raum_non_discretionary": 141472440.0,
  "raum_band": "100m_500m",
  "raum_band_label": "$100 million to $500 million",
  "total_employees": 1,
  "advisory_employees": 1,
  "client_count_bucket": null,
  "clients_by_type": {
    "charitable": {
      "raum": 2217794.0,
      "count": 2
    },
    "individuals": {
      "raum": 24027721.0,
      "count": 47
    },
    "high_net_worth_individuals": {
      "raum": 115226925.0,
      "count": 40
    }
  },
  "compensation_types": [
    "fixed",
    "hourly",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "NJ",
    "NY"
  ],
  "websites": [
    "https://integratedfinancialconsulting.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/130920",
  "city_as_filed": "AIRMONT",
  "url": "https://advisorcensus.com/firm/integrated-financial-consulting-llc-airmont-ny-130920",
  "display_name": "Integrated Financial Consulting, LLC",
  "summary": "Integrated Financial Consulting, LLC is an SEC-registered investment advisory firm in Airmont, NY, registered since 2016, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 18, 2026.",
  "citation": "AdvisorCensus. Integrated Financial Consulting, LLC (CRD 130920): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Hourly charges",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses"
  ],
  "quick_answers": [
    {
      "q": "How is Integrated Financial Consulting, LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Integrated Financial Consulting, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees)."
    },
    {
      "q": "How much does Integrated Financial Consulting, LLC charge?",
      "a": "Its Form ADV Part 2A brochure dated March 18, 2026 states: Asset-based fee: 1% to 1.5% a year (a range, as the brochure states it); Hourly rate: $300 to $750 an hour (financial planning engagements of a more limited scope); Flat fee: $5,000 to $250,000 a year (comprehensive financial planning and investment management services). Fees can differ by service and may be negotiable; the brochure is the complete statement."
    },
    {
      "q": "Where is Integrated Financial Consulting, LLC located?",
      "a": "Integrated Financial Consulting, LLC's principal office is in Airmont, NY, according to its Form ADV."
    },
    {
      "q": "Is Integrated Financial Consulting, LLC registered with the SEC or a state?",
      "a": "Integrated Financial Consulting, LLC is an SEC-registered investment advisory firm, registered since 2016. Status as filed: Approved. CRD 130920."
    },
    {
      "q": "How much does Integrated Financial Consulting, LLC manage?",
      "a": "Integrated Financial Consulting, LLC reports $141,472,440 in regulatory assets under management in its Form ADV filing dated March 18, 2026 (0% discretionary)."
    },
    {
      "q": "How have Integrated Financial Consulting, LLC's assets and staff changed since 2021?",
      "a": "In the Form ADV data for Integrated Financial Consulting, LLC: Regulatory assets under management: $80,000,000 in the October 2021 data and $141,472,440 in the October 2026 data, up 77%. Total employees: 1 in October 2021 and 1 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Integrated Financial Consulting, LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (47); high net worth individuals (40); charitable organizations (2)."
    },
    {
      "q": "Which custodians does Integrated Financial Consulting, LLC use?",
      "a": "Integrated Financial Consulting, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Integrated Financial Consulting, 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/130920"
    },
    {
      "q": "What changed in Integrated Financial Consulting, LLC's recent Form ADV filings?",
      "a": "In the April 2026 filing data: Regulatory assets under management went from $124,983,000 to $141,472,440 (+13%)."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 80000000.0,
      "total_employees": 1,
      "filing_date": "2021-03-31"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 92463000.0,
      "total_employees": 1,
      "filing_date": "2022-03-08"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 79975000.0,
      "total_employees": 1,
      "filing_date": "2023-03-24"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 93470000.0,
      "total_employees": 1,
      "filing_date": "2024-03-29"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 124983000.0,
      "total_employees": 1,
      "filing_date": "2025-03-25"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 141472440.0,
      "total_employees": 1,
      "filing_date": "2026-03-18"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Regulatory assets under management went from $124,983,000 to $141,472,440 (+13%)."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated March 18, 2026",
    "provided_by_the_firm": false,
    "tiers": [],
    "flat_rate": null,
    "stated_range": "1% to 1.5% a year",
    "stated_maximum": null,
    "account_minimum": null,
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": null,
    "planning_fees": [
      "Hourly rate: $300 to $750 an hour (financial planning engagements of a more limited scope)",
      "Flat fee: $5,000 to $250,000 a year (comprehensive financial planning and investment management services)"
    ],
    "figures": [
      {
        "label": "Asset-based fee",
        "statements": [
          "Asset-based fee: 1% to 1.5% a year (a range, as the brochure states it)"
        ],
        "quotes": [
          "This fee is negotiable and ranges  between 1-1.5% of the assets under management, depending upon the amount of  assets managed by IFC."
        ]
      },
      {
        "label": "Planning fee",
        "statements": [
          "Hourly rate: $300 to $750 an hour (financial planning engagements of a more limited scope)"
        ],
        "quotes": [
          "Hourly: For financial planning engagements of a more limited scope IFC may charge an hourly fee that ranges between $300 - $750/hour, depending upon the complexity of the engagement."
        ]
      },
      {
        "label": "Planning fee",
        "statements": [
          "Flat fee: $5,000 to $250,000 a year (comprehensive financial planning and investment management services)"
        ],
        "quotes": [
          "For Clients receiving comprehensive financial planning and investment management services from IFC, the Firm may charge an annual fixed fee that ranges from $5,000 - $250,000"
        ]
      }
    ],
    "values": {
      "tiers": [],
      "range_pct": [
        1.0,
        1.5
      ],
      "max_pct": null,
      "account_minimum": null,
      "minimum_annual_fee": null,
      "planning": [
        {
          "kind": "hourly",
          "amount": null,
          "min": 300.0,
          "max": 750.0,
          "period": "hour",
          "service": "financial planning engagements of a more limited scope"
        },
        {
          "kind": "flat",
          "amount": null,
          "min": 5000.0,
          "max": 250000.0,
          "period": "annual",
          "service": "comprehensive financial planning and investment management services"
        }
      ]
    },
    "quotes": [
      "This fee is negotiable and ranges  between 1-1.5% of the assets under management, depending upon the amount of  assets managed by IFC.",
      "Hourly: For financial planning engagements of a more limited scope IFC may charge an hourly fee that ranges between $300 - $750/hour, depending upon the complexity of the engagement.",
      "For Clients receiving comprehensive financial planning and investment management services from IFC, the Firm may charge an annual fixed fee that ranges from $5,000 - $250,000"
    ],
    "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
    }
  ],
  "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/integrated-financial-consulting-llc-airmont-ny-130920.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 47,
      "fewer_than_5": false,
      "raum": 24027721.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 40,
      "fewer_than_5": false,
      "raum": 115226925.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": 2,
      "fewer_than_5": false,
      "raum": 2217794.0
    }
  ],
  "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/130920",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}