Integrative Planning provides financial planning, portfolio management for individuals and small businesses, and selecting other managers. Financial planning was provided to 51–100 clients last fiscal year.
Integrative Planning reports 224 clients. They include 188 individual clients and 36 high-net-worth individuals. Of its assets, 100.0% ($101M across 429 accounts) are managed with discretion.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 84% | 29% |
| High-net-worth individuals | 16% | 71% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 188 | $29.8M | 29.4% | $159K |
| High-net-worth individuals | 36 | $71.6M | 70.6% | $1.99M |
| Total | 224 | $101M | 100% | $453K |
- Clients
- 188
- Regulatory AUM
- $29.8M
- AUM share
- 29.4%
- Avg. per client
- $159K
- Clients
- 36
- Regulatory AUM
- $71.6M
- AUM share
- 70.6%
- Avg. per client
- $1.99M
Total
- Clients
- 224
- Regulatory AUM
- $101M
- AUM share
- 100%
- Avg. per client
- $453K
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 51–100
Integrative Planning is paid through a percentage of assets under management and hourly charges. The reviewed brochures do not disclose an asset-based fee rate. Read the SEC-filed brochure. The brochure also prices 2 other services, listed under fee details.
Fee details and sources
Other fees
- Consulting
- Hourly consulting fees range from $250 to $500 an hour, depending on the adviser and the scope of work.
- Financial Planning
- Financial plans are billed up to 25% in advance, with the balance due on delivery of the plan.
Shawn Lee owns 75% or more of Integrative Planning. It has 6 employees, 3 of them in advisory roles.
Staff
- 6 employees
- 3 in advisory functions
- 3 state-registered reps
- 1 insurance agent
- Owns 75% or more of Integrative Planning, Inc.
Shawn Lee
Control person · since April 2025
Integrative Planning’s regulatory assets grew Infinity× from $0 (July 2025) to $101M (August 2026); employees rose from 2 to 6.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | StaffEmployees | Offices |
|---|---|---|---|---|
| Aug 2026August 2026 | $101M | 224 | 6 | 1 |
| Jul 2025July 2025 | $0 | 0 | 2 | 1 |
Besides its headquarters, Integrative Planning has 0 offices, with 1 listed address in 1 state.
North Carolina · 1 listed address
- 19520 W Catawba Ave., Suite 311, CorneliusHQ
Contact and registration details
- Legal name
- Integrative Planning, Inc.
- Headquarters
- 19520 W Catawba Ave., Suite 311, Cornelius, NC 28031
- Website
- myintegrativeplanning.com
- Phone
- 704-947-8444
- SEC file
- 801-133844
- Structure
- North Carolina corporation
- Fiscal year end
- December
Integrative Planning’s named custodian for separately managed accounts is Charles Schwab ($101M). Integrative Planning has custody of $101M for 224 clients.
- Charles SchwabCharles Schwab & Co., Inc. · San Francisco, CA · $101M100%
At year end, Integrative Planning’s separately managed accounts were mostly in stocks (73%) and funds (20%).
What the accounts hold
- Stocks73%
- Exchange-traded equities67%
- Non-exchange-traded equities6%
- Funds20%
- Bonds1%
- Cash6%
How many clients does Integrative Planning have?
Integrative Planning has 224 clients and manages $101 million for them, as of August 2026. They include 188 individual clients and 36 high-net-worth individuals.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 7 August 2026
What services does Integrative Planning offer?
Integrative Planning provides financial planning, portfolio management for individuals and small businesses, and selecting other managers.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
Which custodians does Integrative Planning use?
Integrative Planning’s separately managed account assets are held at Charles Schwab & Co., Inc. (San Francisco, CA), with $101M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 7 August 2026
How many financial advisors does Integrative Planning have?
Integrative Planning has 3 investment adviser representatives registered with state securities authorities, out of 6 employees, and 3 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 1 employee is a licensed insurance agent.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Integrative Planning invest in?
At the end of its last fiscal year, Integrative Planning’s separately managed accounts held 67% exchange-traded equities, 20% registered funds (mutual funds, ETFs, BDCs), 6% non-exchange-traded equities, 6% cash and equivalents and 1% investment grade corporate bonds.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Integrative Planning?
Integrative Planning’s direct owner is Shawn Lee (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 7 August 2026
How does Integrative Planning get paid?
Integrative Planning is paid through a percentage of assets under management and hourly charges. 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 Integrative Planning?
Integrative Planning’s main office is at 19520 W Catawba Ave., Suite 311, Cornelius, NC 28031. Its phone number is 704-947-8444. Its website is myintegrativeplanning.com.