Stephen Andrusko
Integrated Capital Planning · Bend, Oregon
Stephen Andrusko is a fee-only financial advisor at Integrated Capital Planning in Bend, Oregon, who holds the CFP credential. Stephen focuses on retirement planning, estate & legacy planning and equity compensation. Integrated Capital Planning reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Who they serve
- Founders
- Executives
- Physicians
- Real estate investors
Facts
| Firm | Integrated Capital Planning |
|---|---|
| Based in | Bend, Oregon |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $29.9M across 75 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in OR · CRD 7285885 |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.icapplan.com |
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Questions about Stephen
Is Stephen Andrusko a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Stephen holds no broker registration, and Integrated Capital Planning reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Stephen charge for financial advice?
Stephen's firm, Integrated Capital Planning, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Stephen Andrusko based?
Stephen Andrusko is based in Bend, Oregon.
What does Stephen specialize in?
Stephen's specialties include retirement planning, estate & legacy planning, equity compensation and real estate investors. Stephen works with founders, executives, physicians and real estate investors.
What credentials does Stephen Andrusko hold?
Stephen Andrusko holds the CFP credential.
Is Stephen Andrusko registered with the SEC?
Yes. Stephen Andrusko is registered as an investment adviser representative in OR (CRD 7285885), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Integrated Capital Planning manage?
Integrated Capital Planning reports $29.9M across 75 accounts in assets under management.
How do I contact Stephen Andrusko?
Through Stephen's website, www.icapplan.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
- Integrated Capital Planning website : specialties, clients served, and fees, checked October 30, 2026
- 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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