Integrated Financial Planning Solutions, LLC
Goshen, Indiana
Integrated Financial Planning Solutions, LLC at a glance
- One of 147 fee-only firms based in Indiana in the Wellspent graph.
- 1 advisor is listed here, who holds the CFP.
- Its Form ADV reports 1 employee and 150 individual clients, 109 of them high net worth.
- Its website says it's taking new clients.
Fee-only advisors in Indiana · What fee-only advisors charge in Indiana
Facts
| Based in | Goshen, Indiana |
|---|---|
| Website | integratedfps.com |
| [email protected] | |
| Phone | (574) 334-9499 |
Questions about Integrated Financial Planning Solutions, LLC
How is Integrated Financial Planning Solutions, LLC paid?
Integrated Financial Planning Solutions, LLC's Form ADV says it is paid by: hourly, fixed fees.
How many advisors does Integrated Financial Planning Solutions, LLC have in the Wellspent public graph?
The Wellspent public graph lists 1 advisor at Integrated Financial Planning Solutions, LLC.
What does Integrated Financial Planning Solutions, LLC specialize in?
Integrated Financial Planning Solutions, LLC's advisors and website list flat-fee planning, tax planning and retirement planning.
Is Integrated Financial Planning Solutions, LLC accepting new clients?
Yes, according to Integrated Financial Planning Solutions, LLC's website, checked October 28, 2026.
Integrated Financial Planning Solutions, LLC fees
Integrated Financial Planning Solutions, LLC doesn't publish its prices on its website, or we couldn't confirm them word for word. Its website says it charges by: ongoing planning fee, one-time plans or projects. 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 |
|---|---|
| Individual clients | 41 |
| High-net-worth clients | 109 |
| Employees | 1 |
| Planning clients | 101-250 |
| Financial planning | Offered |
| Form ADV filed | January 12, 2026 |
| SEC record | CRD 153824 |
Advisors at this firm (1)
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