Jennifer Sanchez
Integral Financial Planning LLC · Naperville, Illinois
Jennifer Sanchez is a fee-only financial advisor at Integral Financial Planning LLC in Naperville, Illinois, who holds the BS, CFP and CPA credentials. Integral Financial Planning LLC reports charging hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Integral Financial Planning LLC |
|---|---|
| Based in | Naperville, Illinois |
| Fee model (firm's Form ADV) | Hourly · Fixed fees |
| Assets under management | $158.0M across 375 accounts |
| Credentials | BS · CFP · CPA |
| SEC registration | Investment adviser representative in IL · CRD 5584227 |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | integralfp.com |
| Profile |
How Jennifer's firm compares
- Integral Financial Planning LLC's average account is about $421,000, from its Form ADV (assets managed divided by 375 accounts).
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Questions about Jennifer
Is Jennifer Sanchez a fee-only financial advisor?
Yes. Jennifer Sanchez 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 Jennifer's firm.
How does Jennifer charge for financial advice?
Jennifer's firm, Integral Financial Planning LLC, reports charging hourly fees and fixed fees on its SEC Form ADV.
Where is Jennifer Sanchez based?
Jennifer Sanchez is based in Naperville, Illinois.
What credentials does Jennifer Sanchez hold?
Jennifer Sanchez holds the BS, CFP and CPA credentials.
Is Jennifer Sanchez registered with the SEC?
Yes. Jennifer Sanchez is registered as an investment adviser representative in IL (CRD 5584227), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.
How much does Integral Financial Planning LLC manage?
Integral Financial Planning LLC reports $158.0M across 375 accounts in assets under management.
How do I contact Jennifer Sanchez?
Through Jennifer's website, integralfp.com.
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.
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