Integral Financial Planning LLC

Integral Financial Planning LLC (CRD# 148097) is a financial advisory firm headquartered in Naperville, IL. They manage $60,300,000 in 344 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.


Financial Advisors at Integral Financial Planning LLC
Showing 1 - 1 of 1 top financial advisors.
Jennifer L. Sanchez
CRD#: 5584227
1597 Whitley Rd, Naperville, IL 60563

Jennifer Sanchez (CRD# 5584227) is an Investment Advisor Representative working at Integral Financial Planning LLC in Naperville, IL and has 1 year of experience in the finance industry. Jennifer Sanchez has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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