Aaron Wieand
Integrated Financial Planning Solutions, LLC · Goshen, Indiana
Aaron Wieand is a fee-only financial advisor at Integrated Financial Planning Solutions, LLC in Goshen, Indiana, who holds the CFP and CPA credentials. Aaron charges an ongoing planning fee and a one-time planning fee and focuses on flat-fee planning, tax planning and retirement planning.
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Specialties
Who they serve
- Pre-retirees
- Mid-life transitions
Facts
| Firm | Integrated Financial Planning Solutions, LLC |
|---|---|
| Based in | Goshen, Indiana |
| Fee model | Ongoing planning fee · One-time planning fee |
| Accepting new clients | Yes |
| Credentials | CFP · CPA |
| SEC registration | Investment adviser representative in IN, MI · CRD 6405872 |
| Exams passed | Series 65 (2014) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | integratedfps.com |
| Profile |
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Questions about Aaron
Is Aaron Wieand a fee-only financial advisor?
Yes. Aaron Wieand is listed in the XY Planning Network directory (XYPN members are fee-only). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Aaron's firm.
How does Aaron charge for financial advice?
Aaron charges an ongoing planning fee and a one-time planning fee.
Where is Aaron Wieand based?
Aaron Wieand is based in Goshen, Indiana.
What does Aaron specialize in?
Aaron's specialties include flat-fee planning, tax planning and retirement planning. Aaron works with pre-retirees and mid-life transitions.
What credentials does Aaron Wieand hold?
Aaron Wieand holds the CFP and CPA credentials.
Is Aaron Wieand registered with the SEC?
Yes. Aaron Wieand is registered as an investment adviser representative in IN and MI (CRD 6405872), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.
How do I contact Aaron Wieand?
Through Aaron's website, integratedfps.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- XY Planning Network directory listing : XYPN members are fee-only
- Integrated Financial Planning Solutions, LLC website : specialties, clients served, and fees, checked October 28, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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