Advisor at Integrated Planning LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Integrated Planning LLC
Location
Aiken, SC 29801
Credentials
Series 65
Industry experience
2 years
William Kemp is a financial advisor at Integrated Planning LLC with two years of industry experience. He holds a Series 65 designation and has worked at Integrated Planning since 2024. Prior to this, he has experience in tax preparation and planning as a tax manager at The Smith Group, where he also serves as a licensed insurance agent. Integrated Planning LLC provides portfolio management and financial planning services to individual and high-net-worth clients. The firm utilizes a diversified investment approach based on modern portfolio theory and long-term trading, implementing strategies through written investment policy statements and regular account reviews.
Financial planning fixed fees between $0 and $10,000
Up to 1.50% annually
$500 per hour
135 Laurens Street Sw, Suite 200
Aiken, SC 29801
South Carolina
Integrated Planning LLC
2024 - Present (2 years)
The Smith Group
2019 - Present (7 years)
Tedford CPA
2019 - 2019 (1 year)
Weichert Realtors - Pendarvis Company
2018 - 2019 (1 year)
Liberty Tax Service
2010 - 2018 (8 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
CFP®, Series 63, Series 65
Aiken, SC
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Wynn Capital
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Integrated Planning LLC
Series 63, Series 65
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Parvin Asset Management, LLC
Series 65
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