Integrated Financial Planning Solutions, LLC

Updated today

Total assets under management

Total clients

150

73% high-net worth

Total advisors

of 1 employees

Firm size

Independent

1 advisor

Average clients per advisor

150

Average account size

Client services

Financial planning Educational seminars or workshops

Fee options

Fixed

Fixed fees for ongoing financial planning (monthly/quarterly), project-based financial planning, employee benefit plan services, educational seminars, and personal tax return preparation (amounts negotiable, generally not exceeding $500 in advance more than six months)

Project-based

$240.00 per hour for project-based financial planning

Subscriptions

Recurring fixed fee for ongoing financial planning payable monthly or quarterly in arrears; fees negotiable and based on client needs and complexity

Other

Fee-only: Fixed fees for project-based and ongoing financial planning, hourly rate $240.00 per hour for project-based planning

Disclosures

Main office location

Integrated Financial Planning Solutions, LLC

203 South Main Street, Suite 2 A

Goshen IN 46526, United States

Number of offices

Forms ADV

Form ADV Part 2: Client Brochure

Quick links

Website 574-334-9499

Advisors at this firm

Aaron W

CFP®, CPA

Goshen, IN

Integrated Financial Planning Solutions, LLC

Stop Guessing. Start Planning. When it comes to money, there’s the strategic way—and then there’s every other way. Since 2010, our fee-only CFP® and CPA professionals have been helping clients build strategies and portfolios designed to meet long-term goals and simplify their financial lives. We’ve dedicated our careers to helping you define and execute the financial strategies that power your life. IFPS aims to serve as your trusted advisor, helping you craft a comprehensive and tax-efficient financial strategy that aligns with your values and life vision.

General tax planning Tax strategies for small businesses Founder/Business Owner Gen X (Born 1965-1980)

Not sure where to start?

We'll help you think it through – whether you ultimately need an advisor or not.

Call (201) 292-4557

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