Integrative Planning, Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Cornelius, NC. Its latest Form ADV filing, dated March 31, 2026, reports $101M in regulatory assets under management, 6 employees, and 429 accounts.
Assets Under Management
$101M
Employees
6
Offices
--
Total Clients
224
Primary office
CORNELIUS, NC
19520 W CATAWBA AVE., SUITE 311, CORNELIUS, NC, United States
Portfolio management for individuals and small businesses
Selection of other advisers
Fee models offered
2 types reported
Asset based fees
Hourly charges
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 83.9% of total clients.
Top client categories% of clientsClients
1
Individuals
83.9%
188
2
HNWI
16.1%
36
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$101Mas of March 31, 2026
Discretionary100.0%
$101M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$101M
Total Accounts429
10Y AUM Change+$101M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees6
Clients per Employee37:1
10Y Employee Change+4 (+200.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.