Integrative Planning, INC.: new SEC registration, $101M AUM, Cornelius, NC
Integrative Planning, INC. (Cornelius, North Carolina): new SEC registration, $101M AUM, Cornelius, NC. Its amount of 101 is below the median of 134 (11th percentile). Dated 344 days ago, it serves as a historical benchmark. Score 45/100. As of 2026-10-28, from SEC monthly roster of registered investment advisers (Form ADV data).
Data as of · Compiled by Zalwin from SEC monthly roster of registered investment advisers (Form ADV data)
amount: 101 · 11th percentile of 1,149 NewRiaPulse records · 0.8x the median
Free preview: all 11 published fields of this record are shown below. Locked: 21 related NC NewRiaPulse records and the 6-column CSV export.
| Field | Value |
|---|---|
| Firm | Integrative Planning, INC. |
| Legal name | Integrative Planning, INC. |
| CRD | 336307 |
| Status | Approved |
| Registered with the SEC | 2025-11-25 |
| Latest Form ADV filing | 2026-08-07 |
| Location | Cornelius, NC, United States |
| Regulatory AUM | $101,384,621 |
| Accounts | 429 |
| Employees | 6 |
| Website | https://myintegrativeplanning.com/ |
| amount percentile | 11th of 1,149 (median 134, 0.8x median) |
| Peer records CSV (22 NC records) | 🔒 Click to unlock → |
| CRM-ready export with official source URLs | 🔒 Click to unlock → |
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CSV columns: Firm · AUM · Accounts · City · State · Registered · official source URL
- Source agency: SEC monthly roster of registered investment advisers (Form ADV data)
- Record date: 2025-11-25
- Data refreshed: 2026-10-28
- Refunds on request within 14 days
Top NewRiaPulse records (NC first): Corrum Capital Management LLC · Pursuit Wealth Strategies, LLC · Advisorstrust Partners LLC · Mauney-Pitt Financial Management, INC. · Advisorengine Portfolio Solutions INC. · Browse all by state and category →
LIVE PUBLIC DATA Source: SEC monthly roster of registered investment advisers (Form ADV data) · Last refreshed: Wed, 28 Oct 2026 20:49:58 GMT
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Peer benchmark and outreach value: Integrative Planning, INC. and 22 North Carolina peers
- North Carolina NewRiaPulse records like this one: 22
- Integrative Planning, INC.'s amount: 11th percentile of 1,149 records
- Timing: Low: older than 30 days
- Estimated pipeline if you contact every North Carolina peer: $4,400 (peers × rate × deal size; an estimate from your assumptions, not a forecast)
45 / 100 Score
- $101M under management.
- Website on file.
What is the NewRiaPulse record for Integrative Planning, INC. in Cornelius, North Carolina?
Integrative Planning, INC. received SEC registration as an investment adviser (2025-11-25) with $101,384,621 in regulatory assets under management, based in Cornelius, NC.
How does Integrative Planning, INC. compare to other North Carolina NewRiaPulse records?
Its amount of 101 is below the median (11th percentile); smaller records often move faster and face less competition. It is 344 days old; check the official source for later updates before acting.
Integrative Planning, INC. vs. top 3 peers
| Organization | Location | Amount | Percentile | Record date |
|---|---|---|---|---|
| Integrative Planning, INC. | Cornelius, NC | 101 | 11th | 2025-11-25 |
| Crafted Finance, LLC | 103 | 14th | 2026-09-17 | |
| Wealth Strategies Group | Newport Beach, CA | 103 | 14th | 2026-09-15 |
| Legacy Partners Financial Group, LLC | Woodstock, GA | 108 | 20th | 2026-09-29 |
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NewRiaPulse: $100M-$500M NewRiaPulse: records in North Carolina NewRiaPulse: Approved
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From the SEC's public monthly roster of registered investment advisers (Form ADV data). Firm level only: we leave out firms whose name is a person's name and never list individual representatives. Registration is not an endorsement by the SEC.