RIA Intel›Advisers›Oklahoma›INTEGRATED PLANNING STRATEGIES, LLC

INTEGRATED PLANNING STRATEGIES, LLC

Advisory

OK

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

Average account

$594K

across 21 accounts

AUM per adviser

$12M

1 advisers

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

Total AUM

$12M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$12M

Discretionary AUM$11M

Non-Discretionary AUM$1M

Discretionary %90.6%

Total Clients11

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InOK, TX

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

11 clients

6 high-net-worth

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

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Advisers of similar size in OK

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

LOMBARD SMITH INVESTMENTS INC

OKLAHOMA CITY, OK

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COWAN FINANCIAL SERVICES, LLC

$13M

COLLECTIVE WEALTH, LLC

$12M

AVONDALE INVESTMENTS, LLC

OKLAHOMA CITY, OK

$11M

THE FOCUS GROUP ADVISORS, LLC

$14M

TRAC WEALTH MANAGEMENT, INC

$15M

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