Kathleen Skowronek
Integrated Planning & Wealth Management · Pittsburgh, Pennsylvania
Kathleen Skowronek is a fee-only financial advisor at Integrated Planning & Wealth Management in Pittsburgh, Pennsylvania, 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 | Pittsburgh, Pennsylvania |
| 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 PA, TX · CRD 7285825 |
| Firm size | 7 employees |
| Disclosures | None reported |
| Website | integratedpwm.com |
How Kathleen'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 Kathleen
Is Kathleen Skowronek a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Kathleen 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 Kathleen charge for financial advice?
Kathleen's firm, Integrated Planning & Wealth Management, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Kathleen Skowronek based?
Kathleen Skowronek is based in Pittsburgh, Pennsylvania.
What credentials does Kathleen Skowronek hold?
Kathleen Skowronek holds the CFP credential.
Is Kathleen Skowronek registered with the SEC?
Yes. Kathleen Skowronek is registered as an investment adviser representative in PA and TX (CRD 7285825), 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 Kathleen Skowronek?
Through Kathleen'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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