Marc Vorchheimer
Integrated Financial Consulting · Monsey, New York
Marc Vorchheimer is a fee-only financial advisor at Integrated Financial Consulting in Monsey, New York, who holds the CFP credential. Marc charges an ongoing planning fee and a one-time planning fee and focuses on tax planning, estate & legacy planning and small business owners.
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Specialties
Facts
| Firm | Integrated Financial Consulting |
|---|---|
| Based in | Monsey, New York |
| Fee model | Ongoing planning fee · One-time planning fee |
| Assets under management | $141.5M across 281 accounts |
| Credentials | CFP |
| Firm size | 1 employee |
| Website | integratedfinancialconsulting.com |
How Marc's firm compares
- Integrated Financial Consulting's average account is about $503,000, from its Form ADV (assets managed divided by 281 accounts).
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Questions about Marc
Is Marc Vorchheimer a fee-only financial advisor?
Yes. Marc Vorchheimer is listed in the XY Planning Network directory (XYPN members are fee-only).
How does Marc charge for financial advice?
Marc charges an ongoing planning fee and a one-time planning fee.
Where is Marc Vorchheimer based?
Marc Vorchheimer is based in Monsey, New York.
What does Marc specialize in?
Marc's specialties include tax planning, estate & legacy planning and small business owners.
What credentials does Marc Vorchheimer hold?
Marc Vorchheimer holds the CFP credential.
How much does Integrated Financial Consulting manage?
Integrated Financial Consulting reports $141.5M across 281 accounts in assets under management.
How do I contact Marc Vorchheimer?
Through Marc's website, integratedfinancialconsulting.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- XY Planning Network directory listing : XYPN members are fee-only
- Integrated Financial Consulting website : specialties, clients served, and fees, checked October 28, 2026
- 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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