# Integral Financial Planning

Integral Financial Planning is a RIA based in Hialeah, United States.

## Overview

- **Organization type:** RIA
- **Headquarters:** Hialeah, United States
- **Assets under management:** Undisclosed
- **Website:** https://integralfinancialplanning.com
- **LinkedIn:** https://www.linkedin.com/company/jennifer-sanchez-506957b

## Regulatory record

- **CRD number:** 148097
- **SEC file number:** 801-131517
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/148097

## About

Integral Financial Planning, LLC provides business consulting to small businesses and individuals, with emphasis on financial, marketing, and international business areas. As a complement it offers risk coverage through a licensed insurance portfolio for the State of Florida. Its mission is objective, timely business advice to strengthen small businesses and guide investors and individuals, acting with ethics, responsibility, confidentiality, honesty, and respect.

## Questions

### Who runs Integral Financial Planning?

No named principals or leadership have been publicly identified for Integral Financial Planning LLC. The firm's registration as an RIA does not include key personnel disclosures that are typical for larger advisors.

### Where is Integral Financial Planning headquartered?

The firm's headquarters location has not been publicly reported. Its registration as an LLC in an unspecified state leaves its geographic footprint unclear.

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- [Roundview Capital](https://altss.com/profile/roundview-capital-llc)
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Last updated: 2026-08-11T15:07:05.535Z

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