# Integrated Planning & Investments

> Integrated Planning & Investments is a state-registered investment advisory firm in Clovis, CA, registered since 2023, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated January 26, 2026.

- CRD: 325172
- Filed as: INTEGRATED PLANNING & INVESTMENTS
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Clovis, CA
- Filing period: October 2026
- Form ADV filing dated: January 26, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/325172
- AdvisorCensus page: https://advisorcensus.com/firm/integrated-planning-and-investments-clovis-ca-325172

## Quick answers

**How is Integrated Planning & Investments compensated?**
On its Form ADV (Item 5.E, October 2026), Integrated Planning & Investments reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Integrated Planning & Investments located?**
Integrated Planning & Investments' principal office is in Clovis, CA, according to its Form ADV.

**Is Integrated Planning & Investments registered with the SEC or a state?**
Integrated Planning & Investments is a state-registered investment advisory firm, registered since 2023. Status as filed: APPROVED. CRD 325172.

**How much does Integrated Planning & Investments manage?**
Integrated Planning & Investments reports $107,000,000 in regulatory assets under management in its Form ADV filing dated January 26, 2026 (100% discretionary).

**What types of clients does Integrated Planning & Investments serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (160); high net worth individuals (45); corporations or other businesses not listed above (13).

**Does Integrated Planning & Investments 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/325172

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $107,000,000
- Discretionary: $107,000,000
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 160 | $52,000,000 |
| High net worth individuals | 45 | $49,000,000 |
| Corporations or other businesses not listed above | 13 | $6,000,000 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops

### Firm details
- Registered since: 2023 (3 years)
- Employees: 2 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, NV, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- integrated-plan.com
- Facebook @Integrated-Planning-Investments
- LinkedIn @integrated-planning-investments

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Integrated Planning & Investments (CRD 325172): Form ADV filing data as of October 2026.