RIA Intel›Advisers›Maine›INTEGRAL FINANCIAL PLANNERS, LLC

INTEGRAL FINANCIAL PLANNERS, LLC

Advisory

Data as of Mar 31, 2026 · Source: SEC Form ADV

Average account

$386K

across 23 accounts

AUM per adviser

$9M

1 advisers

Source: SEC Form ADV. Figures as filed Mar 31, 2026.

Total AUM

$9M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$9M

Discretionary AUM$9M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients10

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InME, NY

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

10 clients

The full client-type breakdown and the share of AUM each category represents.

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Advisers of similar size in ME

Closest by assets under management. All figures from Form ADV.

FROST INVESTMENT PARTNERS, LLC

$9M

KINGFISHER CAPITAL MANAGEMENT LLC

$7M

SORA ASSOCIATES, LLC

BRUNSWICK, ME

$7M

-73.4% 1Y

MARSHALL POINT ADVISORS LLC

$11M

FREEDOM WEALTH ADVISORS, LLC

$12M

NORTHWOODS WEALTH MANAGEMENT

BOOTHBAY HARBOR, ME

$6M

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