Christopher Fide
Integrated Planning & Investments · Clovis, California
Christopher Fide is a fee-only financial advisor at Integrated Planning & Investments in Clovis, California. Integrated Planning & Investments reports charging a percentage of assets and fixed fees on its Form ADV.
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Facts
| Firm | Integrated Planning & Investments |
|---|---|
| Based in | Clovis, California |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $107M across 427 accounts |
| SEC registration | Investment adviser representative in CA, NV, TX · CRD 4645536 |
| Exams passed | Series 65 (2003) · Series 66 (2014) |
| Firm size | 2 employees |
| Disclosures | Reported; see the SEC record |
| Website | integrated-plan.com |
| Profile |
How Christopher's firm compares
- Integrated Planning & Investments's average account is about $251,000, from its Form ADV (assets managed divided by 427 accounts).
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Questions about Christopher
Is Christopher Fide a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Christopher holds no broker registration, and Integrated Planning & Investments reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Christopher charge for financial advice?
Christopher's firm, Integrated Planning & Investments, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Christopher Fide based?
Christopher Fide is based in Clovis, California.
Is Christopher Fide registered with the SEC?
Yes. Christopher Fide is registered as an investment adviser representative in CA, NV and TX (CRD 4645536), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.
How much does Integrated Planning & Investments manage?
Integrated Planning & Investments reports $107M across 427 accounts in assets under management.
How do I contact Christopher Fide?
Through Christopher's website, integrated-plan.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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