# INTEGRATED FINANCIAL COACHING AND PLANNING

INTEGRATED FINANCIAL COACHING AND PLANNING is a RIA.

## Overview

- **Organization type:** RIA
- **Assets under management:** Undisclosed

## Regulatory record

- **CRD number:** 324478
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/324478

## About

Integrated Financial Coaching and Planning is a state-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.

## 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.

### Who leads the firm?

Named principals are not listed in available public records.

### Does the firm have a minimum asset requirement?

No minimum is disclosed in public sources.

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Last updated: 2026-06-03T20:00:00.000Z

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