Integrated Planning & Wealth Management provides financial planning, portfolio management for individuals and small businesses, pension consulting, and selecting other managers. Financial planning was provided to 101–250 clients last fiscal year.
Integrated Planning & Wealth Management reports 169 clients. They include 104 individual clients, 33 pension and profit-sharing plans, and 32 high-net-worth individuals. Of its assets, 86.6% ($103M across 434 accounts) are managed with discretion; $16M across 34 accounts are not. It advised 38 clients without assets under management last fiscal year.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 62% | 31% |
| High-net-worth individuals | 19% | 58% |
| Pension and profit-sharing plans | 20% | 11% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 104 | $37.3M | 31.2% | $358K |
| High-net-worth individuals | 32 | $68.7M | 57.6% | $2.15M |
| Pension and profit-sharing plans | 33 | $13.4M | 11.2% | $406K |
| Total | 169 | $119M | 100% | $707K |
- Clients
- 104
- Regulatory AUM
- $37.3M
- AUM share
- 31.2%
- Avg. per client
- $358K
- Clients
- 32
- Regulatory AUM
- $68.7M
- AUM share
- 57.6%
- Avg. per client
- $2.15M
- Clients
- 33
- Regulatory AUM
- $13.4M
- AUM share
- 11.2%
- Avg. per client
- $406K
Total
- Clients
- 169
- Regulatory AUM
- $119M
- AUM share
- 100%
- Avg. per client
- $707K
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 38
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 101–250
Integrated Planning & Wealth Management charges 0.35%–1.25% a year for its Assets Under Management. The whole portfolio is charged at the rate of its band. The fee is billed in arrears and is negotiable. The brochure also prices 3 other services, listed under fee details.
| Asset band | Annual rate |
|---|---|
| $0–$500K | 1.25% |
| $500K–$1M | 1.00% |
| $1M–$3M | 0.75% |
| $3M–$5M | 0.55% |
| $5M and above | 0.35% |
Fee details and sources
Other fees
- Financial Planning
- Annual fixed fee for financial planning generally ranges from $1,800 to $60,000, typically paid monthly in advance and negotiable.
- Held-Away Assets
- Held-away assets designated to be under management are charged a flat asset-based fee of 0.75% per annum, billed quarterly in arrears.
- Pension Consulting
- Pension consulting fees generally range from 0.25% to 0.50% per annum of plan assets, billed monthly or quarterly in arrears.
Adam Cmejla owns 75% or more of Integrated Planning & Wealth Management. The leadership team of Integrated Planning & Wealth Management includes Chief Compliance Officer Adam Cmejla. It has 7 employees, 4 of them in advisory roles.
Leadership
Adam CmejlaManaging Member/Chief Compliance Officer
Investment adviser representatives
4 representatives listed in the SEC register as of 9 October 2026.
Staff
- 7 employees
- 4 in advisory functions
- 4 state-registered reps
- Owns 75% or more of Integrated Planning & Wealth Management, LLC
Adam Cmejla
Control person · since November 2011
Integrated Planning & Wealth Management’s regulatory assets grew 1.8× from $68.1M (June 2024) to $119M (March 2026); clients rose from 123 to 169 and employees from 5 to 7.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| March 2026 | $119M | 169 | 7 | 4 |
| June 2025 | $80.4M | 133 | 6 | 4 |
| June 2024 | $68.1M | 123 | 5 | 3 |
Besides its headquarters, Integrated Planning & Wealth Management has 3 offices (3 private residences, listed without an address), with 1 listed address with no US state reported.
Contact and registration details
- Legal name
- Integrated Planning & Wealth Management, LLC
- Headquarters
- Not reported
- Website
- integratedpwm.com
- Phone
- 317-706-4748
- SEC file
- 801-130748
- Structure
- Indiana LLC
- Fiscal year end
- December
Integrated Planning & Wealth Management uses Charles Schwab ($119M) as custodian for its separately managed accounts. Integrated Planning & Wealth Management has custody of $106M in client assets for 130 clients.
- Charles SchwabCharles Schwab & Co., Inc. · Westlake, TX · $119M100%
At year end, Integrated Planning & Wealth Management’s separately managed accounts were mostly in funds (87%).
What the accounts hold
- Stocks6%
- Funds87%
- Cash7%
How many clients does Integrated Planning & Wealth Management have?
Integrated Planning & Wealth Management has 169 clients and manages $119 million for them, as of March 2026. They include 104 individual clients, 33 pension and profit-sharing plans, and 32 high-net-worth individuals.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 30 March 2026
What services does Integrated Planning & Wealth Management offer?
Integrated Planning & Wealth Management provides financial planning, portfolio management for individuals and small businesses, pension consulting, and selecting other managers.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does Integrated Planning & Wealth Management charge?
Integrated Planning & Wealth Management charges 0.35%–1.25% a year for its Assets Under Management. The whole portfolio is charged at the rate of its band. The fee is billed in arrears and is negotiable.
Source: 2026-03-30 INTEGRATED PLANNING & WEALTH MANAGEMENT FORM ADV PART 2A, filed 30 March 2026
Which custodians does Integrated Planning & Wealth Management use?
Integrated Planning & Wealth Management’s separately managed account assets are held at Charles Schwab & Co., Inc. (Westlake, TX), with $119M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 30 March 2026
How many financial advisors does Integrated Planning & Wealth Management have?
Integrated Planning & Wealth Management has 4 investment adviser representatives registered with state securities authorities, out of 7 employees, and 4 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Integrated Planning & Wealth Management invest in?
At the end of its last fiscal year, Integrated Planning & Wealth Management’s separately managed accounts held 87% registered funds (mutual funds, ETFs, BDCs), 7% cash and equivalents and 6% exchange-traded equities.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Integrated Planning & Wealth Management?
Integrated Planning & Wealth Management’s direct owner is Adam Cmejla (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 30 March 2026
How does Integrated Planning & Wealth Management get paid?
Integrated Planning & Wealth Management is paid through a percentage of assets under management and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Integrated Planning & Wealth Management?
Its phone number is 317-706-4748. Its website is integratedpwm.com.