# Anne McFarland

> Anne McFarland is a fee-only financial advisor at Integrated Financial Coaching and Planning in Weaverville, North Carolina, who holds the CFP credential. Integrated Financial Coaching and Planning reports charging fixed fees on its Form ADV.

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

## Facts

- **Firm:** Integrated Financial Coaching and Planning
- **Based in:** Weaverville, North Carolina
- **Fee model (firm's Form ADV):** Fixed fees
- **Assets under management (firm):** $10.6M across 63 accounts
- **Credentials:** CFP
- **CRD:** 6536377 (https://adviserinfo.sec.gov/individual/summary/6536377)
- **SEC registration:** Investment adviser representative in NC
- **Exams passed:** Series 65 (2015)
- **Firm size:** 1 employee
- **Disclosures:** None reported

## Frequently asked questions

### Is Anne McFarland a fee-only financial advisor?

Yes. Anne McFarland is listed in the NAPFA directory (NAPFA admits only fee-only advisors). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Anne's firm.

### How does Anne charge for financial advice?

Anne's firm, Integrated Financial Coaching and Planning, reports charging fixed fees on its SEC Form ADV.

### Where is Anne McFarland based?

Anne McFarland is based in Weaverville, North Carolina.

### What credentials does Anne McFarland hold?

Anne McFarland holds the CFP credential.

### Is Anne McFarland registered with the SEC?

Yes. Anne McFarland is registered as an investment adviser representative in NC (CRD 6536377), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.

### How much does Integrated Financial Coaching and Planning manage?

Integrated Financial Coaching and Planning reports $10.6M across 63 accounts in assets under management.

### How do I contact Anne McFarland?

Contact details aren't on file yet. Search for Integrated Financial Coaching and Planning.

## Sources

- NAPFA directory listing (https://www.napfa.org/find-an-advisor/firm/49693): NAPFA admits only fee-only advisors
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 27, 2026

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