INTEGRAL FINANCIAL PLANNERS

INTEGRAL FINANCIAL PLANNERS is an SEC-registered investment adviser (CRD 327666). Regulatory assets under management: $8.9M.

Registration

• CRD: 327666
• Type: Registered investment adviser
• Phone: (207) 691-8660
• Latest filing: 2026-03-31
• Regulatory AUM: $8.9M
• Discretionary AUM: $8.9M
• Clients: 1
• Accounts: 23

Business model

Compensation: % of AUM, 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 327666 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search