Integrated Financial Planning Solutions, LLC

Financial planning in Goshen, IN

State registeredNo commissions reported

Call (574) 334-9499 Send a message Map ↗

Public-record details

Address: 203 South Main Street, Suite 2a, Goshen, IN 46526
Phone: (574) 334-9499
Listed under: Financial planning, Hourly fees, Flat / fixed fees
CRD number: 153824
Registration: State registered: IN, MI
Compensation (Form ADV 5.E): Hourly charges; Fixed fees
Commissions: None reported (Form ADV Item 5.E)
Services (Form ADV 5.G): Financial planning; Educational seminars/workshops
Clients reported (Form ADV 5.D): 164
Individual / high-net-worth clients: 41 / 109
Employees: 1
Other business activities (Form ADV 6.A): Also active as: accountant or accounting firm
Disclosures reported on Form ADV: None reported
Latest Form ADV filing: 2026-01-12

State registered (IN, MI) investment adviser, CRD 153824, per the SEC IAPD compilation report of 2026-09-29. Source: SEC Investment Adviser Public Disclosure (IAPD) (record). Data as of 2026-09-30.

Read the official record

SEC IAPD summary for CRD 153824 — registration, Form ADV, the Part 2 brochure (fees, conflicts, minimums).
FINRA BrokerCheck — look up the individual advisers at this firm.
Firm website (as listed on Form ADV)

Figures are what the firm reported on Form ADV Part 1A. “No commissions reported” means the firm did not check commissions as a form of compensation in Item 5.E; check Item 6.A activities and the Part 2 brochure for other conflicts. We do not rate or rank advisers.

All figures are self-reported by the firm on Form ADV Part 1A. The firm's Part 2A brochure (linked from IAPD) explains its fees, minimums and conflicts of interest in plain language — read it before you sign.