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INTEGRATED FINANCIAL COACHING AND PLANNING
Integrated Financial Coaching and Planning is an SEC-registered investment adviser in Weaverville, NC. The firm manages approximately $11 million in regulatory...
INTEGRATED FINANCIAL COACHING AND PLANNING
Integrated Financial Coaching and Planning is an SEC-registered investment adviser in Weaverville, NC. The firm manages approximately $11 million in regulatory assets, $10 million on a discretionary basis. It has 1 employee and 1 investment adviser.
General information
Firm type
RIA
Year founded
—
AUM
Undisclosed
Location
Region
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Country
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City
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Corporate office
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Frequently asked questions
What is the firm's approach to financial planning?
The firm integrates technical financial planning with coaching, addressing both the quantitative and behavioral aspects of client finances.
Is the firm a registered investment adviser?
Based on its name and public filings, INTEGRATED FINANCIAL COACHING AND PLANNING operates as an RIA, subject to SEC or state regulation.
What services does the firm offer?
Services likely include financial planning, investment management, and coaching on client behavior, though no detailed scope is publicly confirmed.
Who leads the firm?
Named principals are not listed in available public records.
What is the firm's client focus?
The firm appears to serve individual clients, focusing on financial planning and coaching rather than institutional or high-net-worth families.
Does the firm have a minimum asset requirement?
No minimum is disclosed in public sources.
How does the firm generate revenue?
As an RIA, it likely charges fees based on assets under management or flat planning fees, but no specific fee schedule is public.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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