INTEGRATED PLANNING LLC

INTEGRATED PLANNING LLC of AIKEN, SC is an SEC-registered investment adviser (CRD 325050). Regulatory assets under management: $76.7M.

Registration

• CRD: 325050
• Type: Registered investment adviser
• Location: 135 LAURENS STREET SW, AIKEN, SC, 29801
• Phone: 803-645-2890
• Latest filing: 2026-03-24
• Regulatory AUM: $76.7M
• Discretionary AUM: $76.7M
• Clients: 2
• Accounts: 262

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 325050 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search