Integrated Planning LLC

Integrated Planning LLC (CRD# 325050) is a financial advisory firm headquartered in Aiken, SC. They manage $52,591,500 in 208 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details

135 Laurens Street Sw, Suite 200, Aiken, SC 29801

By the Numbers

Total Assets Under Management

53

MILLION
Total Number of Accounts

208

ACCOUNTS
Average Account Value

$252,844

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

Types of Clients

Registered States

Registered Investment Advisor

The map below shows states where this firm has explicit registration only.

Financial Advisors at Integrated Planning LLC

Showing 1 - 2 of 2 top financial advisors.

Brandon H. Williams

CRD#: 6713265

135 Laurens Street Sw, Suite 200, Aiken, SC 29801

Brandon Williams (CRD# 6713265) is an Investment Advisor Representative working at Integrated Planning LLC in Aiken, SC and has over 7 years of experience in the finance industry.

William F. Kemp

CRD#: 7858005

135 Laurens Street Sw, Suite 200, Aiken, SC 29801

William Kemp (CRD# 7858005) is an Investment Advisor Representative working at Integrated Planning LLC in Aiken, SC and has 1 year of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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