Integrated Planning Strategies, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$12,475,662
Total clients
10
60% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
10
Average account size
$1,247,566
About
Integrated Planning Strategies, LLC provides fee-only investment management primarily to individual investors and retirement accounts, offering tailored separately managed portfolios and retirement-plan advisory services. The firm operates as a solo practitioner practice and emphasizes a limited client roster to allow for more personalized attention.
The advisor builds individualized Investment Policy Statements, does not rely on predetermined model allocations, and uses a mix of fundamental, technical and cyclical analysis to select securities and implement portfolios; clients receive at least quarterly reviews and may grant discretionary trading authority over time. The firm discloses use of strategies that carry leverage-related risks (for example, mutual funds that may use borrowing, covered call option positions, and other instruments with tax or liquidity considerations) and discusses those risks with clients.
Noteworthy distinctions include the principal’s separate, licensed activity as a life and health insurance agent — life policies are brokered through Tabor Brokerage Services and health policies are placed directly with insurers, with insurance sales conducted outside the advisory firm. The brochure also emphasizes conservative operational practices for a small adviser, including custodial relationships with Charles Schwab, quarterly fee billing and a stated preference to keep the client base intentionally small rather than pursue rapid growth.
Client services
Expertise
Fee options
Negotiated flat fixed fees available based on services desired and client asset size
$0 - $500,000: $400 annual fee plus 0.75% per annum $500,000+: 0.50% per annum
Account minimum: $26,000 minimum for standard fee schedule; clients with less than $26,000 may be declined or pay a negotiated fixed fee not exceeding 2.25% annually Minimum fee: $400 minimum annual fee for accounts up to $500,000 Fee-only: Fee-only investment advisory firm; no commissions or revenue sharing
Most active in
Oklahoma · Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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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.
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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
Quick links
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