Integrative Planning, Inc.
● SEC registered since 2025CRD 336307SEC# 801-133844Cornelius, NC
Reg. AUM
$101.4M
Employees
6
Accounts
429
Location
Cornelius, NC
Integrative Planning, Inc. assets under management
Integrative Planning, Inc. is a registered investment adviser overseen by the SEC based in Cornelius, NC. The firm has been registered since 2025. It reports $101.4 million in regulatory assets under management and employs 6 people.
Integrative Planning, Inc. owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Shawn Patrick Lee Control | Managing Member/Cco | Over 75% | 2025 |
Frequently asked questions
How much does Integrative Planning, Inc. manage?
Integrative Planning, Inc. reports $101.4 million in regulatory assets under management on its Form ADV.
How many employees does Integrative Planning, Inc. have?
Integrative Planning, Inc. reports 6 employees.
Where is Integrative Planning, Inc. located?
Integrative Planning, Inc. is based in Cornelius, NC and has been SEC-registered since 2025.
Does Integrative Planning, Inc. disclose fund performance?
Integrative Planning, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 19520 W Catawba Ave., Suite 311, Cornelius, NC 28031 |
| Phone | (704) 947-8444 |
| Office hours | 8A-5P |
| SEC region | Atlanta Regional Office (ARO) |
| Discloses disciplinary history | Yes |
Regulatory AUM
$101.4M▲ 1%
Nov '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 93%
Larger than 7% of 16,271 advisers
EmployeesTop 56%
More than 44% of 16,825 advisers
Assets under management
$101.4Mregulatory AUM
Discretionary $101.4M