Firm
Integrated Planning & Investments
Clovis, California
Fee-only
Integrated Planning & Investments at a glance
- One of 1,191 fee-only firms based in California in the Wellspent graph.
- 2 advisors are listed here; 1 of 2 hold the CFP.
- Its Form ADV reports 2 employees and 205 individual clients, 45 of them high net worth.
- Its average account is about $251,000 (assets it manages divided by its 427 accounts).
Fee-only advisors in California · What fee-only advisors charge in California
Facts
| Based in | Clovis, California |
|---|---|
| Website | integrated-plan.com |
| Phone | (559) 472-3656 |
Integrated Planning & Investments fees
Integrated Planning & Investments 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 | Percentage of assets · Fixed fees |
|---|---|
| Assets managed | $107 million |
| Individual clients | 160 |
| High-net-worth clients | 45 |
| Accounts managed | 427 |
| Employees | 2 |
| Planning clients | 26-50 |
| Financial planning | Offered |
| Form ADV filed | January 26, 2026 |
| SEC record | CRD 325172 |