Integrative Planning, Inc. fees and pricing

Financial planner in Cornelius, North Carolina. Registered with the SEC.

According to its Form ADV Part 2A brochure dated March 31, 2026, Integrative Planning, Inc. charges $250⁠-⁠$500 an hour for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 31, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate: $250⁠-⁠$500/hr; “Rates range from $250.00 to $500.00 per hour depending on the IAR, the complexity, and the scope of the Client’s consulting needs.”

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

“Advisory Fees are billed monthly in arrears.”
“Advisory Fees are prorated for partial periods of management.”
“For accounts opened or closed mid-billing period, fees will be prorated based on the days services are provided during the given period.”

Its hourly rate of $250-$500 spans the North Carolina median of $300. 77% of the 177 other North Carolina planners that publish an hourly rate charge less.

How the firm is paid: Hourly fees, percentage of assets under management
Charges a % of assets: Yes
Highest asset based fee in brochure: 1.75% a year
Clients: 224
Employees: 6
Works with: Individuals and high net worth individuals
Services reported to regulators: Financial planning, portfolio management for individuals and small businesses, and selecting other advisers
Assets managed: $101,384,621
Registered with: U.S. Securities and Exchange Commission
Disciplinary disclosures: None reported
SEC CRD number: 336307
Website: myintegrativeplanning.com (opens in new tab)
Phone: (704) 947-8444

Can advise clients in 2 states: North Carolina, South Carolina

Is something on this page wrong or out of date?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.