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INTEGRAL FINANCIAL PLANNING LLC

· CRD 148097 · IAPD ↗ · integralfp.com · 630-219-3315

$158.0MRegulatory AUM
1Advisory reps
2Employees
38Clients
101-250Planning clients
0Private funds
1States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

58
March 2026 — INTEGRAL FINANCIAL PLANNING LLC reports 101-250 financial-planning clients, up from 51-100.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
95
December 2024 — INTEGRAL FINANCIAL PLANNING LLC (location n/a) is newly SEC-registered with $124.0M RAUM and 1 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.