Adam Cmejla
Integrated Planning & Wealth Management, LLC · Carmel, Indiana
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.
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Specialties
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 | $119.4M across 468 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in IN, TX · CRD 5454605 |
| Exams passed | Series 66 (2008) |
| Firm size | 7 employees |
| Disclosures | None reported |
| Website | integratedpwm.com |
| Profile |
How Adam's firm compares
- Integrated Planning & Wealth Management, LLC's average account is about $255,000, from its Form ADV (assets managed divided by 468 accounts).
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Questions about Adam
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.
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 Planning & Wealth Management, 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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