# Integrated Financial Consulting, LLC

> 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.

- CRD: 130920
- Filed as: INTEGRATED FINANCIAL CONSULTING, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Airmont, NY
- Filing period: October 2026
- Form ADV filing dated: March 18, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/130920
- AdvisorCensus page: https://advisorcensus.com/firm/integrated-financial-consulting-llc-airmont-ny-130920

## Quick answers

**How is Integrated Financial Consulting, LLC compensated?**
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).

**How much does Integrated Financial Consulting, LLC charge?**
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.

**Where is Integrated Financial Consulting, LLC located?**
Integrated Financial Consulting, LLC's principal office is in Airmont, NY, according to its Form ADV.

**Is Integrated Financial Consulting, LLC registered with the SEC or a state?**
Integrated Financial Consulting, LLC is an SEC-registered investment advisory firm, registered since 2016. Status as filed: Approved. CRD 130920.

**How much does Integrated Financial Consulting, LLC manage?**
Integrated Financial Consulting, LLC reports $141,472,440 in regulatory assets under management in its Form ADV filing dated March 18, 2026 (0% discretionary).

**How have Integrated Financial Consulting, LLC's assets and staff changed since 2021?**
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.

**What types of clients does Integrated Financial Consulting, LLC serve?**
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).

**Which custodians does Integrated Financial Consulting, LLC use?**
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.

**Does Integrated Financial Consulting, 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/130920

**What changed in Integrated Financial Consulting, LLC's recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $124,983,000 to $141,472,440 (+13%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated March 18, 2026)

- Asset-based fee: 1% to 1.5% a year (a range, as the brochure states it)

> 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 rate: $300 to $750 an hour (financial planning engagements of a more limited scope)

> 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.

- Flat fee: $5,000 to $250,000 a year (comprehensive financial planning and investment management services)

> 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

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.

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: $141,472,440
- Discretionary: $0
- Non-discretionary: $141,472,440

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 47 | $24,027,721 |
| High net worth individuals | 40 | $115,226,925 |
| Charitable organizations | 2 | $2,217,794 |

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

### Firm details
- Registered since: 2016 (10 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: NJ, NY
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [integratedfinancialconsulting.com](https://integratedfinancialconsulting.com)

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $80,000,000 | 1 | March 31, 2021 |
| October 2022 | $92,463,000 | 1 | March 8, 2022 |
| October 2023 | $79,975,000 | 1 | March 24, 2023 |
| October 2024 | $93,470,000 | 1 | March 29, 2024 |
| October 2025 | $124,983,000 | 1 | March 25, 2025 |
| October 2026 | $141,472,440 | 1 | March 18, 2026 |

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.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $124,983,000 to $141,472,440 (+13%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Integrated Financial Consulting, LLC (CRD 130920): Form ADV filing data as of October 2026.