John Bohnsack
Integrated Planning & Wealth Management · Westfield, Indiana
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.
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Facts
| Firm | Integrated Planning & Wealth Management |
|---|---|
| Based in | Westfield, Indiana |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $119.4M across 468 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in TX · CRD 5334664 |
| Exams passed | Series 66 (2007) |
| Firm size | 7 employees |
| Disclosures | None reported |
| Website | integratedpwm.com |
How John's firm compares
- Integrated Planning & Wealth Management's average account is about $255,000, from its Form ADV (assets managed divided by 468 accounts).
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Questions about John
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.
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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