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- Custodian
- Charles Schwab & Company ยท Tiaa
- Clients
- Retail
- Platforms
- Available in AdvizorPro
- Established Date
- 01-02-2024
- Office Locations
- 1
Office Locations
About Integral Financial Planners
Integral Financial Planners is a Maine-registered RIA in Rockport providing holistic financial planning, retirement solutions, and investment management. The firm builds customized plans and portfolio recommendations with a focus on portfolio construction and risk management, plus tax and estate strategies. Serves pre-retirees/retirees, working professionals, small business owners/executives, and HNW clients in person or via Zoom, with a RightCapital client portal.
Reported data analysis
What the numbers show
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 1 advisory representatives and 12 clients, or 12 clients per representative. That equates to $739.8K in reported AUM per client.
The profile lists 1 reported office location and 2 years in operation. The source data was last updated on March 31, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
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Available data coverage
- Asset Classes
- Client Personas
- CRM
- Investment Themes
- Investment Vehicles
- Services
- Technology
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Owner & Executives
RYAN THOMAS GOSLINE
Chief Compliance Officer, FOUNDER, Managing Member
- CRD
- #5467874
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $8,877,786 | -- |
| Non-Discretionary | $0 | -- |
| Total | $8,877,786 | -- |
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Separately Managed Accounts
SMA allocation detail is available
Integral Financial Planners has reported separately managed account data across 2 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.