Legal & regulatory
Firm Disclosures
Important disclosures regarding Integrative Planning's advisory services and client testimonials.
Effective April 2026
Download original PDFFirm status
Firm Disclosure
Investment advisory services are offered through Integrative Planning, Inc., an SEC Registered Investment Adviser. SEC registration does not constitute an endorsement of the firm by the Commission, nor does it indicate that the adviser or investment adviser representative has attained a particular level of skill or ability. All information on this site is for informational purposes only and should not be considered investment, tax, or legal advice. Investing involves risk, including possible loss of principal. Past performance is not indicative of future results. Additional information about Integrative Planning, Inc. is also available on the SEC’s website at www.adviserinfo.sec.gov.
Client experiences
Testimonial Disclosure
The testimonials shown are from current or former clients of Integrative Planning, Inc. None of the individuals who provided testimonials were compensated, directly or indirectly, for their statements. There are no material conflicts of interest related to these testimonials. These testimonials reflect the real-life experiences and opinions of the individuals who provided them. However, the experiences are personal to those clients and may not be representative of the experiences of all clients of Integrative Planning, Inc.
The downloadable PDF remains the original source document. This web presentation is provided for readability.