Updated:Jun 3, 2026

Integrative Planning, Inc.

Integrative Planning, Inc. is a financial planning and RIA firm with no publicly disclosed leadership, AUM, or investment activity available in public...

Integrative Planning, Inc.

INTEGRATIVE PLANNING, INC. is an SEC-registered investment adviser in CORNELIUS, NC, registered since 2025. The firm manages approximately $101 million in assets. It has 6 employees and 3 investment advisers.

General information

Firm type

RIA

Year founded

—

AUM

Undisclosed

Location

Region

—

Country

—

City

—

Corporate office

—

What services does Integrative Planning, Inc. offer?

Publicly available information does not specify the exact services provided by Integrative Planning, Inc. The firm name suggests a focus on integrating financial planning into clients' broader financial lives, potentially including wealth management, retirement planning, and tax advisory. However, no confirmed service list exists in accessed sources.

Who leads Integrative Planning, Inc.?

No named principal or executive is disclosed in public records for Integrative Planning, Inc. The firm's leadership structure remains private.

Is Integrative Planning, Inc. a single-family office or multi-family office?

Integrative Planning, Inc. is not classified as a family office. It is registered as an investment advisory firm (RIA) and does not publicly identify as a single- or multi-family office.

What is Integrative Planning, Inc.'s investment strategy?

No verified information is available regarding the firm's investment strategy. Public records do not disclose asset class preferences, sectors, or geographic focus.

Does Integrative Planning, Inc. manage client assets directly or through third-party platforms?

Based on publicly accessible data, it is unknown if Integrative Planning, Inc. manages assets directly or utilizes third-party custodians or platforms. No regulatory filings or marketing materials clarify this.

Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: Jun 3, 2026. Continuous refresh with full update cycles at least every 30 days.