# Integrative Planning, Inc.

> Integrative Planning, Inc. is an SEC-registered investment advisory firm in Cornelius, NC, registered since 2025, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated August 7, 2026.

- CRD: 336307
- Filed as: INTEGRATIVE PLANNING, INC.
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Cornelius, NC
- Filing period: October 2026
- Form ADV filing dated: August 7, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/336307
- AdvisorCensus page: https://advisorcensus.com/firm/integrative-planning-inc-cornelius-nc-336307

## Quick answers

**How is Integrative Planning, Inc. compensated?**
On its Form ADV (Item 5.E, October 2026), Integrative Planning, Inc. reports these compensation arrangements: a percentage of assets under its management; hourly charges.

**Where is Integrative Planning, Inc. located?**
Integrative Planning, Inc.'s principal office is in Cornelius, NC, according to its Form ADV.

**Is Integrative Planning, Inc. registered with the SEC or a state?**
Integrative Planning, Inc. is an SEC-registered investment advisory firm, registered since 2025. Status as filed: Approved. CRD 336307.

**How much does Integrative Planning, Inc. manage?**
Integrative Planning, Inc. reports $101,384,621 in regulatory assets under management in its Form ADV filing dated August 7, 2026 (100% discretionary).

**How have Integrative Planning, Inc.'s assets and staff changed since 2025?**
In the Form ADV data for Integrative Planning, Inc.: Total employees: 2 in October 2025 and 6 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Integrative Planning, Inc. serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (188); high net worth individuals (36).

**Which custodians does Integrative Planning, Inc. use?**
Integrative Planning, Inc.'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 Integrative Planning, Inc. report any disciplinary disclosures?**
Reports 1 disclosure item on Form ADV Item 11: yes answers to 11.H(2) (pending civil proceeding). Each question covers the firm and its advisory affiliates, and one event can produce several yes answers. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/336307

**What changed in Integrative Planning, Inc.'s recent Form ADV filings?**
In the April 2026 filing data: Employees performing advisory functions went from 2 to 3.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges

### 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: $101,384,621
- Discretionary: $101,384,621
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 188 | $29,808,190 |
| High net worth individuals | 36 | $71,576,431 |

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

### Firm details
- Registered since: 2025 (0 years)
- Employees: 6 total, 3 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: NC, SC
- Disclosures (Item 11): Reports 1 disclosure item on Form ADV Item 11.

### Item 11 questions answered yes
- 11.H(2): Is the firm or an advisory affiliate now the subject of a civil proceeding that could result in a yes answer to any part of 11.H(1)?

Each question covers the firm and its advisory affiliates: its current employees other than clerical staff, its officers, partners, and directors, and anyone who controls the firm or is controlled by it. One event can produce yes answers to several questions. SEC-registered advisers and exempt reporting advisers may leave out events more than ten years old, and may answer 11.A(2) and 11.B(2) for pending charges only. The detail of each yes answer is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/336307

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

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2025 | Not reported | 2 | July 16, 2025 |
| October 2026 | $101,384,621 | 6 | August 7, 2026 |

Total employees: 2 in October 2025 and 6 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Employees performing advisory functions went from 2 to 3.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Integrative Planning, Inc. (CRD 336307): Form ADV filing data as of October 2026.