Integrated Financial Planning Solutions, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$0
This total excludes 14 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Clients
150
73% 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
150
Very HighAverage account size
$0
About
Integrated Financial Planning Solutions, LLC provides fee-only financial planning and investment consultation to individuals, trusts, estates, small-business retirement plans, and charitable organizations. The firm also offers income tax return preparation performed by its principal, Aaron Wieand, CPA/PFS, CFP®, and delivers project-based and ongoing planning on topics such as retirement, tax, estate, cash-flow, and risk management.
IFPS typically develops recommendations using fundamental analysis and a Core + Satellite framework, and presents written or electronic plans for clients to implement. The firm does not exercise discretionary portfolio management or custody client assets; clients retain final implementation and trading responsibility while IFPS provides ongoing monitoring and periodic reviews as requested.
Compared with many solo independent advisers, IFPS combines accounting and tax-return services with fiduciary employee benefit plan consulting for employer-sponsored, participant-directed retirement plans—services the brochure notes under ERISA. The firm also offers educational seminars and speaking engagements, and uses fixed, recurring, or hourly planning fees rather than a percentage-of-assets-under-management billing model.
Client services
Financial planning
Educational seminars or workshops
Expertise
General retirement planning
General tax planning
Wealth management
College savings (529s, UTMA, etc.)
Cash flow / budgeting
Fee options
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)
$240.00 per hour for project-based financial planning
Recurring fixed fee for ongoing financial planning payable monthly or quarterly in arrears; fees negotiable and based on client needs and complexity
Fee-only: Fixed fees for project-based and ongoing financial planning, hourly rate $240.00 per hour for project-based planning
Main office location
Integrated Financial Planning Solutions, LLC
203 South Main Street, Suite 2 A
Goshen IN 46526, United States
Number of offices
1
Most active in
Integrated Financial Planning Solutions, LLC has reported serving >5 clients in these states in the last 12 months.
Indiana · Michigan
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 active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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.
-
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.
Forms ADV
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")