Integrated Financial Coaching and Planning
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$10,597,810
Clients
18
11% high-net-worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
18
TypicalAverage account size
$588,767
About
Integrated Financial Coaching and Planning is a fee-only registered investment adviser that works with individuals, families, high-net-worth clients and small businesses. The firm offers comprehensive financial planning with ongoing investment management and also provides a limited-scope Financial Fitness Review engagement for shorter, consultative work.
The firm uses a strategic asset-allocation approach, building diversified portfolios primarily with no-load mutual funds and ETFs, periodically rebalancing and occasionally tilting toward factor exposures such as Size, Value and Profitability; its stated emphasis is on diversification, cost control and tax efficiency. It acts as a fiduciary for retirement accounts, typically manages client accounts on a discretionary basis, and conducts reviews at least annually.
Notably, the firm does not use percentage-of-assets billing, relying instead on fixed-fee and limited-engagement arrangements—a billing model that is less common among independent advisers. The practice is a solo operation with a small client base (18 clients) and managed assets of $9,973,518 in discretionary accounts and $660,292 in non-discretionary accounts as of December 31, 2024, and the firm’s founder discloses a separate life and business coaching practice as an outside business activity.
Client services
Financial planning
Portfolio management
Expertise
Charitable giving & philanthropy
Cash flow / budgeting
General tax planning
Retirement plans for business owners (SEP, solo 401k)
Demographic focus
Women Professionals
Fee options
Financial Fitness Review fee: $2,000 flat fee
$0 - $1,000,000: $6,000 annually (fixed fee) $1,000,000 - $2,000,000: $8,500 annually (fixed fee) $2,000,000 - $3,000,000: $12,500 annually (fixed fee) $3,000,000+: $17,500 annually (fixed fee)
Minimum fee: Tier 1 (assets below $1,000,000): $6,000; Tier 2 ($1,000,000-$2,000,000): $8,500; Tier 3 ($2,000,000-$3,000,000): $12,500; Tier 4 (above $3,000,000): $17,500 Fee-only: Flat fee for Financial Fitness Review: $2,000
Main office location
Integrated Financial Coaching and Planning
Weaverville NC, United States
Number of offices
1
Most active in
Integrated Financial Coaching and Planning has reported serving >5 clients in these states in the last 12 months.
North Carolina
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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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.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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