Integral Financial Planning LLC at a glance
- One of 330 fee-only firms based in Illinois in the Wellspent graph.
- 1 advisor is listed here, who holds the CFP.
- Its Form ADV reports 2 employees and 70 individual clients, 65 of them high net worth.
- Its average account is about $421,000 (assets it manages divided by its 375 accounts).
Fee-only advisors in Illinois · What fee-only advisors charge in Illinois
Facts
| Based in | Naperville, Illinois |
|---|---|
| Website | integralfp.com |
| [email protected] | |
| Phone | (630) 219-3315 |
Questions about Integral Financial Planning LLC
How is Integral Financial Planning LLC paid?
Integral Financial Planning LLC's Form ADV says it is paid by: hourly, fixed fees.
How many advisors does Integral Financial Planning LLC have in the Wellspent public graph?
The Wellspent public graph lists 1 advisor at Integral Financial Planning LLC.
What is the average account at Integral Financial Planning LLC?
Integral Financial Planning LLC's average account is about $421,000. That's the assets on its Form ADV divided by its 375 accounts.
Integral Financial Planning LLC fees
Integral Financial Planning LLC doesn't publish its prices on its website, or we couldn't confirm them word for word. Ask for its Form ADV Part 2A, which must describe its fees.
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Hourly · Fixed fees |
|---|---|
| Assets managed | $158 million |
| Individual clients | 5 |
| High-net-worth clients | 65 |
| Accounts managed | 375 |
| Employees | 2 |
| Planning clients | 101-250 |
| Registered with | The SEC (801-131517) |
| Financial planning | Offered |
| Form ADV filed | February 10, 2026 |
| SEC record | CRD 148097 |