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INTEGRATIVE PLANNING, INC.

CORNELIUS, NC · CRD 336307 · IAPD ↗ · myintegrativeplanning.com · (704) 947-8444

$101.4MRegulatory AUM
3Advisory reps
6Employees
0Clients
51-100Planning clients
0Private funds
2States
1Disclosures
wealthSegment
ApprovedSEC status

Filing changes

65
April 2026 — INTEGRATIVE PLANNING, INC. now reports custody of client assets ($101.4M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian
67
April 2026 — INTEGRATIVE PLANNING, INC. reports 51-100 financial-planning clients, up from 0.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
95
August 2025 — INTEGRATIVE PLANNING, INC. (CORNELIUS, NC) is newly SEC-registered with $0 RAUM and 2 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.