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INTEGRAL FINANCIAL PLANNING LLC
CRD 148097 · SEC 801-131517
IL, United States
Phone
630-219-3315
Fax
630-689-0984
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$158.0M
Discretionary AUM
$0
Team
2 total employees; 1 advisory reps; 38 broker-dealer reps
Clients
101-250
Fees
Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-02-10
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)INCOME TAX PREPARATION SERVICES
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 5 | $3.3M |
| High net worth individuals | 65 | $154.7M |
States served
IL
All web addresses on file
Official SEC filing: View on IAPD