Integrative Planning, Inc.

Overview

Integrative Planning, Inc. is an SEC registered investment adviser based in Cornelius, NC, registered since 2025. It reports $101M in assets under management across 429 accounts, with 6 employees. It has 3 investment adviser representatives.

Reported AUM

$101M

Discretionary

100%

Accounts

429

Average account

$236K

Employees

6

Advisory reps

3

Registered since

2025

Jurisdictions

2

As reported in the firm's August 2026 filing.

Contact

1 phone number on file

Practice

Services

• Financial Planning
• Individuals or Small Business
• Selection of Other Advisors

Client types

• High Net Worth Individuals
• Individuals

Fee structure

Hourly Charges and Percentage of Assets

Executive officers 1 of 1

• Shawn Patrick Lee Managing Member, Chief Compliance Officer CRD 5892651

Advisory reps 3 of 3

• Andrew James Gibson Investment Adviser Rep CRD 6254253
• Nicholas John Lavella Investment Adviser Rep CRD 6661996
• Shawn P Lee Insurance Agent · Investment Adviser Rep CRD 5892651

Location

Headquarters

19520 W Catawba Ave Ste 311
Cornelius, NC 28031

County

Mecklenburg

Metro area

Charlotte-Concord-Gastonia, NC-SC

Region

South

Registrations

• SEC registered
• Registered in 2 jurisdictions
• Website: myintegrativeplanning.com

Every state, with registration dates

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