Jonathan Holt
Integrated Planning & Investments · Clovis, California
Jonathan Holt is a fee-only financial advisor at Integrated Planning & Investments in Clovis, California, who holds the CFP credential. 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 |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CA, NV, TX · CRD 6349697 |
| Exams passed | Series 66 (2014) |
| Firm size | 2 employees |
| Disclosures | Reported; see the SEC record |
| Website | integrated-plan.com |
| Profile |
How Jonathan'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 Jonathan
Is Jonathan Holt a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Jonathan 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 Jonathan charge for financial advice?
Jonathan's firm, Integrated Planning & Investments, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Jonathan Holt based?
Jonathan Holt is based in Clovis, California.
What credentials does Jonathan Holt hold?
Jonathan Holt holds the CFP credential.
Is Jonathan Holt registered with the SEC?
Yes. Jonathan Holt is registered as an investment adviser representative in CA, NV and TX (CRD 6349697), 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 Jonathan Holt?
Through Jonathan'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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