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SEC Form ADV

INTEGRAL FINANCIAL PLANNING LLC

Firm profile: Integral Financial Planning — investment focus, AUM, decision-makers and all regulatory filings

Registered Investment Adviser
$158.0M
Assets Under Management
375
Total Clients
2
Employees
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Registration Details

Accession
CRD-148097
Filing Date
February 10, 2026
AUM
$158.0M
Total Clients
375
Employees
2
Amendment
No
SEC EDGAR
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Client Types

IndividualsHNW Individuals

About this Adviser

INTEGRAL FINANCIAL PLANNING LLC is a registered investment adviser, managing approximately $158.0M in assets across 375 client accounts. This data is sourced from the SEC's EDGAR database via Form ADV.

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