Integrated Planning & Investments fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed January 26, 2026. Fees can change, so confirm with the firm before you hire them.

Annual fee

$600⁠-⁠$10,000/yr

“SERVICE IPI charges a negotiable fixed fee for the Financial Planning Subscription Service that ranges between $600 and $10,000 annually based on complexity and unique Client needs.”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Integrated Planning & Investments bills

Payment and refund terms, quoted from the fee section of the brochure.

• “For accounts opened or closed midbilling period, fees will be prorated based on the days services are provided during the given period.”
• “Fees are charged in advance either monthly or quarterly as determined by the Client.”
• “Upon termination of the Agreement, the fee will be prorated and any unearned fees will be refunded to the Client.”

How Integrated Planning & Investments’ fees compare

• Its annual fee of $600-$10,000 spans the California median of $6,250. 41% of the 224 other California planners that publish an annual fee charge less.

About Integrated Planning & Investments

• Firm size: 2 employees.
• Credentials named in the brochure: CFP®.
• Founded: 2022 (4 years).

Firm details from Form ADV

How the firm is paid

Fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

3% a year

Clients

205

Employees

2

Works with

Individuals, high net worth individuals, and businesses

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, pension consulting, selecting other advisers, and educational seminars and workshops

Assets managed

$107,000,000

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

325172

Website

integrated-plan.com (opens in new tab)

Phone

(559) 472-3656

Can advise clients in 3 states: California, Nevada, Texas

Other planners in Clovis that publish fees

• Bolt Wealth Management LLCClovis$250/hr, $1,250/qtr
• Fallbrook FiClovis$250/hr, $5,000
• SimplifiedfpClovis$300/hr, $1⁠-⁠$1,500
• 10/28 Wealth Management LLCOceanside$300/hr, $500⁠-⁠$10,000
• 360DividendsGranite Bay$300/hr, $2,500⁠-⁠$10,000
• 3D Holistic WealthIrvine$300/hr, $1,500⁠-⁠$10,000

Compare all 4 planners in Clovis