Integrated Financial Coaching and Planning fees and pricing
Financial planner in Weaverville, North Carolina. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated February 26, 2026, Integrated Financial Coaching and Planning charges a flat or project fee of $2,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed February 26, 2026. Fees can change, so confirm with the firm before you hire them.
- Flat or project fee
- $2,000
“The cost for a Financial Fitness Review is a flat fee of $2,000.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Integrated Financial Coaching and Planning bills
Payment and refund terms, quoted from the fee section of the brochure.
- “The annual fee shall be prorated and charged quarterly, in advance.”
- “Integrated accepts payment via check or approved third-party vendor.”
- “At termination, Integrated will promptly refund any unearned, prepaid fees at the effective date of termination should the situation arise.”
How Integrated Financial Coaching and Planning’s fees compare
- Its flat or project fee of $2,000 is below the North Carolina median of $4,800. 20% of the 172 other North Carolina planners that publish a flat or project fee charge less.
- It doesn't charge a percentage of the assets it manages, so its fee won't grow with your portfolio.
About Integrated Financial Coaching and Planning
“Integrated offers financial planning and investment management services to individuals and families (each referred to as a “Client”).”
- Solo practice: one person runs the firm, so you work directly with the planner.
- Credentials named in the brochure: CFP®.
- Meets clients remotely: the brochure mentions virtual or online meetings.
- Registered as an adviser: 2023 (3 years).
Planning areas mentioned in the brochure
- Retirement planning
- Tax planning
- Estate planning
- Cash flow and budgeting
- Charitable giving
Firm details from Form ADV
- How the firm is paid
- Fixed or flat fees
- Charges a % of assets
- No
- Clients
- 18
- Employees
- 1
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Assets managed
- $10,597,810
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 324478
- Phone
- (828) 222-3588
Other planners in North Carolina that publish fees
- 1Up Financial Advisors LLCCary$250/hr, Up to $2,500
- 30-40 Wealth PartnersCornelius$5,000-$60,000, $12,500/yr
- 360 Aviation Advisors, LLCConcord$250/hr, $1,500/qtr
- A4 Wealth Advisors LLCHuntersville$350/hr, $500-$5,000
- Abs Legacy Partners, LLCHickory$250/hr, $10,000-$200,000
- Absher Wealth Management, LLCChapel Hill$20,000
Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.