Integrated Financial Consulting, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$139,254,646
This total excludes 2 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Clients
87
46% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
87
Very HighAverage account size
$1,600,628
About
Integrated Financial Consulting, LLC is a fee-only advisory that provides personalized financial planning and investment management to individuals (including high-net-worth clients), trusts, pension and profit-sharing plans, charitable organizations, and small businesses. The firm offers comprehensive planning that can include tax and estate planning advice and does not accept commissions or sell financial products.
The firm applies a functional asset allocation framework and typically implements portfolios using mutual funds, ETFs, individual securities, and bonds with an emphasis on clients’ long-term objectives. Uncommonly for this peer group, Integrated Financial Consulting manages all client assets on a non‑discretionary basis—obtaining client consent before effecting transactions—and conducts account reviews based on client events or prearranged schedules.
Distinctive aspects include a solo, fee‑only practice managing approximately $141.5 million for a relatively small client base and the inclusion of charitable organizations among its clients, a less common client type for independent advisors. The firm maintains affiliations with professional networks such as NAPFA and the XY Planning Network, emphasizes fiduciary duties for retirement accounts, and leaves proxy voting and trade aggregation decisions to clients.
Client services
Financial planning
Portfolio management
Expertise
General retirement planning
General tax planning
Fee options
Fixed fee for limited scope financial planning engagements; amount negotiated and agreed upon before engagement
1.5% - 1.0% (negotiable, depending on assets managed)
$300 - $750 per hour, depending on complexity of engagement
Minimum fee: Annual fixed fee ranging from $5,000 to $250,000, based on client's non-capital gain income, net worth, and complexity of financial situation Fee-only: Fee-only financial planning and investment management services; no commissions or fees from products
Main office location
Integrated Financial Consulting, LLC
365 Route 59, Suite 251
Airmont NY 10952, United States
Number of offices
1
Most active in
Integrated Financial Consulting, LLC has reported serving >5 clients in these states in the last 12 months.
New Jersey · New York
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.
-
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.
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")