# INTEGRATIVE PLANNING, INC.

INTEGRATIVE PLANNING, INC. of CORNELIUS, NC is an SEC-registered investment adviser.

## Registration

- CRD: 336307
- Type: SEC-registered investment adviser
- SEC file number: 801-133844
- Location: 19520 W CATAWBA AVE., SUITE 311, CORNELIUS, NC, 28031
- Phone: (704) 947-8444
- Latest filing: 2026-03-31
- Regulatory AUM: $101.4M
- Discretionary AUM: $101.4M
- Clients: 6
- Accounts: 429

## Business model

- Compensation: % of AUM, Hourly
- Clients served: Individuals, High net worth, Charities

## Officers, owners & control persons (1)

| Name | Role | Location |
| --- | --- | --- |
| Shawn Patrick Lee | MANAGING MEMBER/CCO | — |


## Disclosures (3)

| Initiated | Type | Allegations | Status | Amount |
| --- | --- | --- | --- | --- |
| — | civil | — | — | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/336307/brochure
- Similar advisers: https://search.stillhousedata.com/firm/336307/similar
- Related entities: https://search.stillhousedata.com/firm/336307/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/336307

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.