INTEGRATED FINANCIAL CONSULTING, LLC
SEC RegisteredCommission-Free Financial Advice to Integrate the Pieces of Your Financial Life
About the firm
Integrated Financial Consulting provides commission-free, unbiased financial planning advice. The firm takes an integrated approach covering tax planning, estate planning, insurance, and investment planning in one comprehensive plan. Compensation is based solely on client-paid fees, with no referral fees or commissions accepted.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Financial planning including goal setting and life planning, insurance review and risk management, estate planning, tax planning and advice, cash flow and record keeping coaching, and investment counseling and portfolio analysis. Services are offered through an Open Retainer Program (ongoing annual fee) or a Limited Retainer Option for specific financial matters.
Who they serve
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 47 | $24M |
| High Net Worth Individuals | 40 | $115M |
| State/Municipal Entities | 2 | — |
8 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
1 advisor in the directory
Regulatory & compliance
Data as of March 18, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. INTEGRATED FINANCIAL CONSULTING, LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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