Anne McFarland
Integrated Financial Coaching and Planning · Weaverville, North Carolina
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.
Request an introduction to Anne →
Facts
| Firm | Integrated Financial Coaching and Planning |
|---|---|
| Based in | Weaverville, North Carolina |
| Fee model (firm's Form ADV) | Fixed fees |
| Assets under management | $10.6M across 63 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in NC · CRD 6536377 |
| Exams passed | Series 65 (2015) |
| Firm size | 1 employee |
| Disclosures | None reported |
How Anne's firm compares
- Integrated Financial Coaching and Planning's average account is about $168,000, from its Form ADV (assets managed divided by 63 accounts).
Request an introduction to Anne
Tell Anne a little about what you're looking for. Anne isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Anne
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- 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.
See something wrong? Request a correction. Read our methodology.