# Adam Cmejla

> Adam Cmejla is a fee-only financial advisor at Integrated Planning & Wealth Management, LLC in Carmel, Indiana, who holds the CFP credential. Adam focuses on small business owners, retirement planning and tax planning. Integrated Planning & Wealth Management, LLC reports charging a percentage of assets and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/adam-cmejla/
Built from public directory listings; last checked April 21, 2026.

## Facts

- **Firm:** Integrated Planning & Wealth Management, LLC
- **Based in:** Carmel, Indiana
- **Fee model (firm's Form ADV):** Percentage of assets; Fixed fees
- **Assets under management (firm):** $119.4M across 468 accounts
- **Credentials:** CFP
- **Specialties:** Small business owners, Retirement planning, Tax planning
- **CRD:** 5454605 (https://adviserinfo.sec.gov/individual/summary/5454605)
- **SEC registration:** Investment adviser representative in IN, TX
- **Exams passed:** Series 66 (2008)
- **Firm size:** 7 employees
- **Disclosures:** None reported
- **Website:** http://integratedpwm.com

## Frequently asked questions

### Is Adam Cmejla a fee-only financial advisor?

Yes. Adam Cmejla 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 Adam's firm.

### How does Adam charge for financial advice?

Adam's firm, Integrated Planning & Wealth Management, LLC, reports charging a percentage of assets and fixed fees on its SEC Form ADV.

### Where is Adam Cmejla based?

Adam Cmejla is based in Carmel, Indiana.

### What does Adam specialize in?

Adam's specialties include small business owners, retirement planning and tax planning.

### What credentials does Adam Cmejla hold?

Adam Cmejla holds the CFP credential.

### Is Adam Cmejla registered with the SEC?

Yes. Adam Cmejla is registered as an investment adviser representative in IN and TX (CRD 5454605), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.

### How much does Integrated Planning & Wealth Management, LLC manage?

Integrated Planning & Wealth Management, LLC reports $119.4M across 468 accounts in assets under management.

### How do I contact Adam Cmejla?

Through Adam's website, integratedpwm.com.

## Sources

- XY Planning Network directory listing (https://www.xyplanningnetwork.com/find-an-advisor/adam-cmejla-11204): XYPN members are fee-only
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 27, 2026
- The firm's website (http://integratedpwm.com/): specialties, clients served, and fees, checked October 28, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.