Integrated Financial Planning, P.c.

Integrated Financial Planning, P.c. (CRD# 113253) is a financial advisory firm headquartered in Durango, CO. They manage $65,836,000 in 404 accounts and serve the financial needs of clients across 4 states (or territories).

By the Numbers
  • Total Assets Under Management
    66
    MILLION
  • Total Number of Accounts
    404
    ACCOUNTS
  • Average Account Value
    $162,960
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
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.

CO, IA, NM, TX

Financial Advisors at Integrated Financial Planning, P.c.
Showing 1 - 2 of 2 top financial advisors.
1
Paul A. Lemon
CRD#: 2525281
1800 East 3rd Avenue, Suite 103, Durango, CO 81301
96
Wealthminder
score

Paul Lemon (CRD# 2525281) is an Investment Advisor Representative working at Integrated Financial Planning, P.c. in Durango, CO and has over 22 years of experience in the finance industry. Paul Lemon 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.

2
Stephen P. Weatherby
CRD#: 4151364
1800 East 3rd Avenue, Suite 103, Durango, CO 81301
96
Wealthminder
score

Stephen Weatherby (CRD# 4151364) is an Investment Advisor Representative working at Integrated Financial Planning, P.c. in Durango, CO and has over 16 years of experience in the finance industry. Stephen Weatherby 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.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.