This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Firm class

independent wealth managerderivedprivate_client_share=1.0 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0

Regulatory AUM

$101MItem 5.F on the latest filing (2026-08-07); as reported, and an affiliate's assets may be counted again on its own filing

Discretionary RAUM

$101M

Private client RAUM

$101MderivedItem 5.D individuals plus high net worth individuals

Private client share

100%derivedprivate client RAUM over total RAUM

Advisors on IAPD

3

RAUM per advisor

$33.8Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book

Employees

6

Advisory employees

3

Offices

0Schedule D 1.F, beyond the principal office

Accounts

429

Individual clients

188

High net worth clients

36

Custody, client assets

$101M

SEC number

801-133844

CRD

336307

Filings on the tape

4

First filed

Jul 16, 2025

Latest filed

Aug 7, 2026

Organised

Corporation, NC

Website

myintegrativeplanning.com

• Occurred

  Aug 5, 2025
  Team lift-out

  2 advisors left Alphastar Capital Management (Cornelius, NC) for Integrative Planning, Inc. on the same day

  Form ADVobserved 4 days ago
  2 advisors

Graph

RIA / Wealth Management

Canonical id

dfx:ria:48046963-8b95-a6db-db7b-abbe60a8abc7

First observed

Jul 16, 2025

Last observed

Aug 7, 2026 43 days ago

Source families

Federal regulator filings

3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.