Integrated Planning & Wealth Management, LLC

Integrated Planning & Wealth Management, LLC at a glance

• One of 147 fee-only firms based in Indiana in the Wellspent graph.
• 4 advisors are listed here; 3 of 4 hold the CFP.
• Its Form ADV reports 7 employees and 136 individual clients, 32 of them high net worth.
• Its average account is about $255,000 (assets it manages divided by its 468 accounts).

Fee-only advisors in Indiana · What fee-only advisors charge in Indiana

Facts

Integrated Planning & Wealth Management, LLC fees

Integrated Planning & Wealth Management, 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

Advisors at this firm (4)

• Adam Cmejla

  CFP

• Dylan Fitchet

• John Bohnsack

  CFP

• Kathleen Skowronek

  CFP