# Integrative Planning, Inc.

Integrative Planning, Inc. is a RIA.

## Overview

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

## Regulatory record

- **CRD number:** 336307
- **SEC file number:** 801-133844
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/336307

## About

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.

## Questions

### 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.

### 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.

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- [Tulip Financial Planning LLC](https://altss.com/profile/tulip-financial-planning-llc)
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Last updated: 2026-06-03T20:00:00.000Z

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