# John Bohnsack

> John Bohnsack is a fee-only financial advisor at Integrated Planning & Wealth Management in Westfield, Indiana, who holds the CFP credential. Integrated Planning & Wealth Management reports charging a percentage of assets and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/john-bohnsack/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** Integrated Planning & Wealth Management
- **Based in:** Westfield, Indiana
- **Fee model (firm's Form ADV):** Percentage of assets; Fixed fees
- **Assets under management (firm):** $119.4M across 468 accounts
- **Credentials:** CFP
- **CRD:** 5334664 (https://adviserinfo.sec.gov/individual/summary/5334664)
- **SEC registration:** Investment adviser representative in TX
- **Exams passed:** Series 66 (2007)
- **Firm size:** 7 employees
- **Disclosures:** None reported
- **Website:** https://integratedpwm.com/

## Frequently asked questions

### Is John Bohnsack a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: John holds no broker registration, and Integrated Planning & Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does John charge for financial advice?

John's firm, Integrated Planning & Wealth Management, reports charging a percentage of assets and fixed fees on its SEC Form ADV.

### Where is John Bohnsack based?

John Bohnsack is based in Westfield, Indiana.

### What credentials does John Bohnsack hold?

John Bohnsack holds the CFP credential.

### Is John Bohnsack registered with the SEC?

Yes. John Bohnsack is registered as an investment adviser representative in TX (CRD 5334664), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Integrated Planning & Wealth Management manage?

Integrated Planning & Wealth Management reports $119.4M across 468 accounts in assets under management.

### How do I contact John Bohnsack?

Through John's website, integratedpwm.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/5334664): 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 and Form ADV: registration, exams, and firm facts, data as of October 29, 2026

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