RIA Intel›Advisers›South Carolina›INTEGRATED PLANNING LLC

INTEGRATED PLANNING LLC

Advisory

AIKEN, SC

Data as of Mar 24, 2026 · Source: SEC Form ADV

Rank in SC
#153
of 188 advisers by AUM
Average account
$293K
across 262 accounts
AUM per adviser
$38M
2 advisers

Source: SEC Form ADV. Figures as filed Mar 24, 2026.

Total AUM
$77M
Discretionary %
100%
Clients
161
Employees
2

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management
Total AUM$77M
Discretionary AUM$77M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients161
Team
Total Employees2
Investment Advisers2
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InSC
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in SC

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

LIGHTHOUSE INVESTMENT ADVISORS,INC.
BLUFFTON, SC
$80M
+0.2% 1Y
AXIO WEALTH MANAGEMENT, INC.
WEST COLUMBIA, SC
$81M
CHARLESTON WEALTH ADVISORS, LLC
MOUNT PLEASANT, SC
$81M
SEASTRUNK FINANCIAL MANAGEMENT, LLC
FLORENCE, SC
$72M
CONVERGENT FINANCIAL GROUP, LLC
MOUNT PLEASANT, SC
$72M
WOODSIDE, BETH WRIGHT
GREENVILLE, SC
$81M
+5.0% 1Y

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